OT FINANCIAL, LLC

TURNSTONE FINANCIAL
TROY, Ohio·1 registered advisor·CRD# 170738
SEC# 801-1217690937-875-2550
01

Firm Overview

AUM
$143M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: FEE SPLIT WITH UNDERLYING MANAGER
03

Specialties

Investment Management
04

Advisors at OT FINANCIAL, LLC

1 registered advisor
Thomas Joseph Kleptz
TROY, Ohio
05

Office Locations

TROY, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. OT FINANCIAL, LLC (CRD# 170738) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.