Network·Venture Capital

Prossimo Advisors LLC

Unclaimed

📍 SAN LUIS OBISPO, CA

Venture Capitaltechnologybusiness services
www.prossimoadvisors.com/

SEC CRD #801-118685

About

Prossimo Advisors 0 Skip to Content Client Login Open Menu Close Menu Open Menu Close Menu Client Login Let’s plan what’s next… Planning investment services for high net-worth individuals families Our expertise and experiences are our driving forces. Prossimo Advisors, LLC is a multi-family office that provides individualized, objective, and proactive solutions to the complex financial and personal circumstances that surround high net-worth individuals and families. We exist to plan, implement, and oversee each client’s tailored investment and planning objectives. About Us About Us Prossimo Advisors 0 Skip to Content Client Login Open Menu Close Menu Open Menu Close Menu Client Login About Us Learn more about what sets us apart wb_incandescent Our Approach Our team has extensive experience in financial, due diligence, investment, wealth planning, and professional services. We are experts working with other experts. Our expertise and experiences are our driving forces. We partner with each client to provide individualized stewardship of your wealth. We do this by implementing wealth management and planning objectives through proper investment oversight, facilitating complex estate planning, performing ongoing due diligence, and focusing on liability protection. psychology Intelligent Individualization Each client has services specifically tailored to his or her individual needs, along with the needs of his or her family and ongoing business(es), if applicable. We plan and impl

Key Contact

KB

KATELYN B. HUNTER

CHIEF COMPLIANCE OFFICER

📞 (805) 548-2800

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AUM

$239M

Location

SAN LUIS OBISPO, CA

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