Be advised. This firm is no longer registered.

Ot: Optimized Transitions, Independent Investment Counsel, LLC

Ot: Optimized Transitions, Independent Investment Counsel, LLC (CRD# 171645) is a financial advisory firm headquartered in Lebanon, NJ. They manage $5,757,607 in 19 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1225 Route 31 Suite 324, Lebanon, NJ 08833
https://www.otwealth.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $303,032
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, OH

Financial Advisors at Ot: Optimized Transitions, Independent Investment Counsel, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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