|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Prossimo Advisors LLC
✚
|
|
|---|---|
| CRD # | 289347 |
| SEC # | 801-118685 |
| CIK # | 0001965307 |
| AUM | $196.3 M (2025-03-28) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 805-548-2800 |
| Address | 1150 Osos Street San Luis Obispo, CA 93401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| Apple Inc | 6.7 | ||
| VISA Inc | 6.5 | ||
| Nvidia Corp | 6.3 | ||
| Amazon Com Inc | 5.4 | ||
| Alphabet Inc | 5.2 | ||
| Costco Wholesale Corp /NEW | 3.8 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Home Depot Inc | 2.4 | ||
| Cintas Corp | 2.1 | ||
| View All | |||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.5 |
| (b) Individuals (high net worth individuals) | 27 | 170.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 12.5 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 196.3 |
| By Discretionary | ||
| Discretionary | 90 | 196.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 196.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.3 | |
| Total | 90 | 196.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965307] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lumina Wealth Management LLC
✚
|
NC | 0.2 |
|
Faith Investor Services LLC
✚
|
0.2 | |
|
Westview Management LLC
✚
|
VT | 0.2 |
|
Jones & Associates Premier Financial Solutions LLC
✚
|
OR | 0.2 |
|
Foundation Capital Management LLC
✚
|
PA | 0.2 |
|
Sacks & Associates LLC
✚
|
NJ | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
BB Graham & Company Inc
✚
|
CA | 0.2 |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |