PETIX & BOTTE COMPANY
Legal name: PETIX & BOTTE FINANCIAL
CRD #170020 SEC #801-79597 LA MESA, CA 619-698-6500
SEC Registered
Total AUM
$364M
Discretionary
$364M
Employees
4
Clients
0
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $364M | $364M | $0 | 4 | 0 |
| Mar 2024 | $330M | $330M | $0 | 3 | 1 |
| Jan 2024 | $275.3M | $275.3M | $0 | 3 | 1 |
| Mar 2023 | $275.3M | $275.3M | $0 | 3 | 1 |
| Mar 2022 | $300.5M | $300.5M | $0 | 3 | 2 |
| Jan 2021 | $246.9M | $246.9M | $0 | 3 | 0 |
| May 2020 | $214.8M | $214.8M | $0 | 3 | 0 |
| Mar 2020 | $214.8M | $214.8M | $0 | 3 | 0 |
| Mar 2019 | $174M | $174M | $0 | 3 | 0 |
| Jul 2018 | $174M | $174M | $0 | 3 | 0 |
| Mar 2018 | $174M | $174M | $0 | 3 | 0 |
| Jun 2017 | $140M | $140M | $0 | 3 | 264 |
| Feb 2017 | $140M | $140M | $0 | 3 | 264 |
| Feb 2017 | $140M | $140M | $0 | 3 | 264 |
| Feb 2016 | $120M | $120M | $0 | 5 | 284 |
| Mar 2015 | $106M | $106M | $0 | 5 | 280 |
| Feb 2015 | $106M | $106M | $0 | 5 | 280 |
| Dec 2014 | $100.3M | $100.3M | $0 | 6 | 0 |
| Oct 2014 | $83.9M | $83.9M | $0 | 6 | 0 |
| Sep 2014 | $83.9M | $83.9M | $0 | 5 | 0 |
| May 2014 | $0 | $0 | $0 | 5 | 0 |
| May 2014 | $0 | $0 | $0 | 5 | 0 |
| May 2014 | $0 | $0 | $0 | 5 | 0 |
| Apr 2014 | $0 | $0 | $0 | 5 | 0 |
DateMar 2025
Total AUM$364M
Discretionary$364M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees3
Clients1
DateJan 2024
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2023
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2022
Total AUM$300.5M
Discretionary$300.5M
Non-Disc.$0
Employees3
Clients2
DateJan 2021
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$214.8M
Discretionary$214.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees3
Clients0
DateJun 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients264
DateFeb 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients264
DateFeb 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients264
DateFeb 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients284
DateMar 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients280
DateFeb 2015
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients280
DateDec 2014
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2014
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2014
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0