PROSSIMO ADVISORS LLC
CRD #289347 SEC #801-118685 SAN LUIS OBISPO, CA 805-548-2800
SEC Registered
Total AUM
$196.3M
Discretionary
$196.3M
Employees
4
Clients
--
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.3M | $196.3M | $0 | 4 | 0 |
| Mar 2024 | $175.3M | $175.3M | $0 | 4 | 0 |
| Mar 2023 | $152.6M | $152.6M | $0 | 4 | 0 |
| Mar 2022 | $181.3M | $181.3M | $0 | 4 | 0 |
| Mar 2021 | $138.3M | $138.3M | $0 | 4 | 0 |
| Jun 2020 | $104.7M | $104.7M | $0 | 3 | 0 |
| Apr 2020 | $104.7M | $104.7M | $0 | 3 | 0 |
| Apr 2018 | $0 | $0 | $0 | 3 | 0 |
| Mar 2018 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
| Jul 2017 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$175.3M
Discretionary$175.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$181.3M
Discretionary$181.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0