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Building 2OTTO & ASSOCIATES, INC.

Map pinNORWICH, VT
Phone802-649-1946
NotebookSEC #801-58024
Total AUM
$286.6M
Employees
6
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16 BEAVER MEADOW ROAD
NORWICH
VT 05055
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
802-649-1946

ReceiptFinancials

Total AUM
$286.6M
Accounts
629
Discretionary
$286.6M
Accounts
629
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$44.1M
HNW Individual Clients
76
AUM
$242.4M
Charitable Organization Clients
1
AUM
$142.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANCNHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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