RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PETIX-REICHERT, VICKIE, LINNIPARTNERD Control
PETIX-REICHERT, VICKIE, LINNIPARTNERD Control
PETIX-REICHERT, VICKIE, LINNIPARTNERD Control
PETIX-REICHERT, VICKIE, LINNIPARTNERD Control
PETIX-REICHERT, VICKIE, LINNIPARTNERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
WILLIAMS, ANDREWIMANAGING MEMBER & CHIEF COMPLIANCE OFFICERD Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
BOTTE, PAUL, WILLIAMIPARTNER AND CHIEF COMPLIANCE OFFICERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control
PETIX-REICHERT, VICKIE, LINNIPARTNERC Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (8)

AZ CA CO FL LA TN TX WA

Address

7777 ALVARADO ROAD
SUITE 520
LA MESA, CA 91942
United States
Phone: 619-698-6500