AdvisorOS Directory
Claim Profile
TO

Timothy John Otto

CORECAP ADVISORS, INC.·SOUTHFIELD, Michigan
Unclaimed Profile
27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 5862044Firm CRD# 158819
01

About

Timothy John Otto is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with CORECAP ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORECAP ADVISORS, LLC
CORECAP ADVISORS
AUM
$2.5B
Regulatory assets under management
Employees
118
Total firm employees
View all advisors at CORECAP ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5862044
Firm CRD# 158819
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOUTHFIELD?

Browse all registered financial advisors in SOUTHFIELD, Michigan or claim this profile if it's yours.

Browse SOUTHFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Timothy John Otto offer?
Timothy John Otto specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Timothy John Otto's credentials?
Timothy John Otto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Otto located?
Timothy John Otto is based in SOUTHFIELD, Michigan, working with CORECAP ADVISORS, INC.. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Timothy John Otto charge for services?
Timothy John Otto's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORECAP ADVISORS, INC.?
CORECAP ADVISORS, INC. has approximately 118 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOUTHFIELD
Richard Allen Gonzales — CIG ASSET MANAGEMENT, INC.Dennis Michael Brown — CORECAP ADVISORS, LLCCarrie Lynn Irwin — CONVERGENCE FINANCIAL ADVISORS, INC.Raymond Max Pett — CORECAP ADVISORS, INC.Osman Radwan Minkara — CIG ASSET MANAGEMENT, INC.
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile