Prossimo Advisors, LLC at 1150 Osos ST STE 208, San Luis Obispo, Ca 93401 lists Jerry Todd Mirolla and Katelyn Blaire Hunter of San Luis Obispo, CA.
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Jerry Todd Mirolla
Individual Agent
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1150 OSOS ST STE 208, SAN LUIS OBISPO, CA 93401
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Jerry Todd Mirolla
CEO
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1150 OSOS ST STE 208, SAN LUIS OBISPO, CA 93401
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Katelyn Blaire Hunter
Manager
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1150 OSOS ST STE 208, SAN LUIS OBISPO, CA 93401
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Jerry Todd Mirolla
Manager
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1150 OSOS ST STE 208, SAN LUIS OBISPO, CA 93401
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1150 OSOS ST STE 208, SAN LUIS OBISPO, CA 93401
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePROSSIMO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$164,287 / $2,495,135 | 2022 | PROSSIMO ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $164,287 / $2,495,135 |
| 2021 | Plan NamePROSSIMO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$67,047 / $164,287 | 2021 | PROSSIMO ADVISORS, LLC 401(K) PLAN - Plan #001 | 3 / 3 | $67,047 / $164,287 |
| 2020 | Plan NamePROSSIMO ADVISORS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $67,047 | 2020 | PROSSIMO ADVISORS, LLC 401(K) PLAN - Plan #001 | 2 / 2 | $0 / $67,047 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/19/2020 | Approved$25,637 Forgiven$25,853 LenderAmerican Riviera Bank Jobs2 | 06/19/2020 | $25,637 | $25,853 | American Riviera Bank | 2 |
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