Petix & Botte Company
● SEC registered since 2014CRD 170020SEC# 801-79597La Mesa, CA
Reg. AUM
$411.9M
Employees
4
Accounts
783
Location
La Mesa, CA
Petix & Botte Company assets under management
Petix & Botte Company is an SEC-registered investment adviser based in La Mesa, CA. The firm has been registered since 2014. It reports $411.9 million in regulatory assets under management and employs 4 people.
Petix & Botte Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Williams Control | Managing Member & Chief Compliance Officer | 50-75% | 2021 |
| Vickie Linn Petix-Reichert Control | Partner | 50-75% | 2014 |
Frequently asked questions
How much does Petix & Botte Company manage?
Petix & Botte Company reports $411.9 million in regulatory assets under management on its Form ADV.
How many employees does Petix & Botte Company have?
Petix & Botte Company reports 4 employees.
Where is Petix & Botte Company located?
Petix & Botte Company is based in La Mesa, CA and has been SEC-registered since 2014.
Does Petix & Botte Company disclose fund performance?
Petix & Botte Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7777 Alvarado Road, Suite 520, La Mesa, CA 91942 |
| Phone | 619-698-6500 |
| Fax | 619-698-6502 |
| Office hours | 8:30 - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1803255 |
| Discloses disciplinary history | No |
Regulatory AUM
$411.9M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$411.9Mregulatory AUM
Discretionary $411.9M