OTTO & ASSOCIATES, INC.
Tel: 802-649-1946 16 Beaver Meadow Road Norwich, Vermont 05055
About OTTO & ASSOCIATES, INC.
OTTO & ASSOCIATES, INC. is a Norwich, Vermont based financial advisory firm with nearly $223,460,728 in assets under management and provides investment advisory services for 591 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
109493
Firm SEC#:
801-58024
Assets Under Management:
$223,460,728
No. of Clients:
591
No. of Advisors:
6
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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