DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Family Offices
San Luis Obispo, CA
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.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Jerry Todd Mirolla | Managing Director | leadership | principal | n/a | yes | fact |
| Katelyn Blaire Hunter | Chief Compliance Officer | operations | principal | n/a | yes | fact |
| Ashleigh Swayze | Counsel | operations | unknown | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Jerry Todd Mirolla (Managing Director).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan