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OTTO & ASSOCIATES, INC.

Tel: 802-649-1946
16 Beaver Meadow Road
Norwich, Vermont  05055

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OTTO & ASSOCIATES, INC.

OTTO & ASSOCIATES, INC. is a Norwich, Vermont based financial advisory firm with nearly $223,460,728 in assets under management and provides investment advisory services for 591 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

109493

SEC#:

801-58024

No. of Clients:

591

Assets under Management

$223,460,728

No. of Advisors:

6

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