RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERNA Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERNA Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERNA Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBER/CCOE Control
MIROLLA, JERRY, TODDIMANAGING MEMBERE Control
MIROLLA, JERRY, TODDIMANAGING MEMBERE Control
MIROLLA, JERRY, TODDIMANAGING MEMBERE Control
MIROLLA, JERRY, TODDIMANAGING MEMBERE Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERD Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERD Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERD Control
MIROLLA, JERRY, TODDIMANAGING MEMBERD Control
MIROLLA, JERRY, TODDIMANAGING DIRECTORD Control
MIROLLA, JERRY, TODDIMANAGING DIRECTORD Control
Hunter, Katelyn, BlaireICHIEF COMPLIANCE OFFICERB Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (2)

CA TX

Address

1150 OSOS STREET
SUITE 208
SAN LUIS OBISPO, CA 93401
United States
Phone: 805-548-2800