OTTER CREEK ADVISORS, LLC

3300 Pga Boulevard
Suite 990
Palm Beach Gardens, Florida 33410
Tel: 561-832-4110

About OTTER CREEK ADVISORS, LLC

OTTER CREEK ADVISORS, LLC, formally registered with the SEC as OTTER CREEK ADVISORS, LLC. The firm was established in 11/25/2014. They have over 2 offices throughout the country.

OTTER CREEK ADVISORS, LLC is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $229,141,158 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171402
SEC#	801-80611
Assets Managed by Firm	$229,141,158
No. of Clients	12
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$229,141,158
Individuals (other than high net worth individuals)	10	$2,757,555

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