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Building 2OTTAVIANO & ASSOCIATES, LLC

Map pin
Phone39-0577-948-269
NotebookSEC #801-71116
Total AUM
$2.2M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
39-0577-948-269

ReceiptFinancials

Total AUM
$2.2M
Accounts
10
Discretionary
$2.2M
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$989K
HNW Individual Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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