OTTO & ASSOCIATES, INC.

NORWICH, Vermont·2 registered advisors·CRD# 109493
SEC# 801-580240802-649-1946
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OTTO & ASSOCIATES, INC.

2 registered advisors
David William Otto
NORWICH, Vermont
Susan Otto Goodell
NORWICH, Vermont
05

Office Locations

NORWICH, Vermont
2 advisors

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Data sourced from SEC Form ADV filings. OTTO & ASSOCIATES, INC. (CRD# 109493) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.