Prossimo Advisors Llc
- Regulatory AUM
- $239M
- Discretionary
- $239M
- Clients
- 26
- Avg AUM / client
- $9.2M
- Accounts
- 101
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $1.3M | 0.54% |
| High net worth individuals | 26 | $202M | 84.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.9M | 1.64% |
| Charitable organizations | Fewer than 5 clients | $14.3M | 6.01% |
| Corporations and other businesses | Fewer than 5 clients | $17.2M | 7.21% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jerry Todd Mirolla | Managing Director | Jul 2017 (9y) | 50% – 75% | |
| Katelyn Blaire Hunter | Chief Compliance Officer | May 2019 (7y) | 50% – 75% | |
| Paul Peter Bianchi | Registered representative | Apr 2019 (7y) | ||
| Ann Marie Poletti | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $239M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗