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Home > Retirement Planners > vermont > norwich > OTTO & ASSOCIATES, INC.
OTTO & ASSOCIATES, INC.
16 Beaver Meadow Road
Norwich, Vermont 05055
Tel: 802-649-1946
About OTTO & ASSOCIATES, INC.
OTTO & ASSOCIATES, INC, formally registered with the SEC as OTTO & ASSOCIATES, INC. The firm was established in 11/24/2000. They have over 1 offices throughout the country.
OTTO & ASSOCIATES, INC. is a Norwich, Vermont based Financial Planning firm with nearly $223,460,728 assets under management, offering retirement planning & investment advisory services to 591 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109493 |
| SEC# | 801-58024 |
| Assets Managed by Firm | $223,460,728 |
| No. of Clients | 591 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 591 | $223,460,728 |
| Individuals (other than high net worth individuals) | 83 | $45,854,519 |
| High net worth individuals | 68 | $177,436,851 |
| Charitable organizations | Fewer than 5 clients | $169,358 |
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|---|---|---|---|
| $35,941,367,795 | 8 | 43 | |
| $17,319,756,035 | 119 | 42 | |
| $3,688,455,226 | 1684 | 37 | |
| $2,124,751,345 | 11558 | 450 | |
| $1,723,412,484 | 2649 | 23 |
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