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⚲
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| Petix & Botte Company
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|
|
|---|---|
| CRD # | 170020 |
| SEC # | 801-79597 |
| CIK # | 0001803255 |
| AUM | $411.9 M (2026-03-31) |
| Employees | 4 (75% Investors, 75% Brokers) |
| Phone | 619-698-6500 |
| Address | 7777 Alvarado Road La Mesa, CA 91942 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Costco Wholesale Corp /NEW | 8.0 | ||
| Apple Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 69.9 |
| (b) Individuals (high net worth individuals) | 261 | 339.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 783 | 411.9 |
| By Discretionary | ||
| Discretionary | 783 | 411.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 783 | 411.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.9 | |
| Total | 783 | 411.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803255] |
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|---|---|---|
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|
NC | 0.4 |
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IL | 0.4 |
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|
BDFS Capital LLC
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Everest Private Wealth
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