Unclaimed Profile

Timothy John Otto

CORECAP ADVISORS, INC.·SOUTHFIELD, Michigan

CORECAP ADVISORS, INC.

27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 5862044Firm CRD# 158819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy John Otto · SOUTHFIELD, MI

Registration

CRD #5862044 · CORECAP ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5862044

Firm CRD# 158819

View on FINRA BrokerCheck →

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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.

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