Otto & Associates, Inc.
Otto & Associates, Inc. (CRD# 109493) is a financial advisory firm headquartered in Norwich, VT. They manage $223,460,728 in 591 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management223MILLION
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Total Number of Accounts591ACCOUNTS
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Average Account Value$378,106
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, MA, NC, NH, NY, TX, VT
Susan Goodell (CRD# 5895496) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.
David Otto (CRD# 4364736) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.
Deborah Maher (CRD# 7429053) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry.