Prossimo Advisors LLC
Prossimo Advisors LLC is an SEC-registered ria in San Luis Obispo, CA with $238.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Prossimo Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289347, SEC 801-118685, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $238.5M (2026-03-26)
- Firm type
- Ria
- Location
- San Luis Obispo, CA
- Employees
- 4
- Clients
- 26
- CRD
- 289347
- Ownership
- Hunter, Katelyn, Blaire; MIROLLA, JERRY, TODD
How much AUM does Prossimo Advisors LLC have?
Prossimo Advisors LLC reported $238.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Prossimo Advisors LLC?
Disclosed owners and executives of Prossimo Advisors LLC include Hunter, Katelyn, Blaire, MIROLLA, JERRY, TODD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.