Petix & Botte Financial

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Petix & Botte Financial — overview

Assets Under Management

Type

Wealth Manager

Location

La Mesa, CA, US

Alternative Asset Classes

-

About

Established in 1984, Petix & Botte Financial is a US-based Wealth Manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, portfolio management services, estate and trust services, and pension consulting services. The firm provides advisory services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Petix & Botte Financial - known decision makers (5)

Contact NamePositionLocationEmailTelephoneAsset Class
Financial PlannerLa Mesa, USGEN
Financial PlannerLa Mesa, USGEN
Operations ManagerLa Mesa, USGEN
Financial PlannerLa Mesa, USGEN
Client Services ManagerLa Mesa, USGEN

Showing 5 of 5 known decision makers Petix & Botte Financial

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