OT ADVISORS LLC
Total AUM
$15.2M
Employees
3Clients
1Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7284 W PALMETTO PARK ROAD, SUITE 303
BOCA RATON
FL 33433
United States
BOCA RATON
FL 33433
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
855-994-4773
Financials
Total AUM
$15.2M
Accounts
1Discretionary
$15.2M
Accounts
1Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
1AUM
$15.2M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
INVESTMENT CONSULTING FEES, RESEARCH SERVICES FEES
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.