Katelyn
Hunter
Prossimo Advisors LLC
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About this Advisor
Katelyn Hunter is a financial advisor working in San Luis Obispo, California with 4 years of relevant experience. Hunter is on the advisory team at Prossimo Advisors LLC. During their career, Hunter has held roles at Lombardi & Donohue Llp, Prossimo Advisors, LLC, Palmer & Hunter and Maternity Leave. Hunter maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in California and Texas. Prossimo Advisors LLC is a company operating out of San Luis Obispo, CA. It has $153 million in total assets across its 79 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 79 client accounts, 100% belong to high-net-worth individuals who have more than $1 million in investable assets. Prossimo Advisors LLC offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically are based on which services are provided. Fee types billed by Prossimo Advisors LLC may include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prossimo Advisors LLC Brokerage Details
$152,577,268
4
79
$1,931,358
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Katelyn Hunter Work History
Katelyn has been registered as a financial advisor for 4 years.*
Prossimo Advisors, LLC
Palmer & Hunter
Maternity Leave
Lombardi & Donohue Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katelyn Hunter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prossimo Advisors LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
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