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Ot Financial, LLC

● SEC registered since 2021CRD 170738SEC# 801-121769Troy, OH
Export (members)
Reg. AUM
$152.8M
Employees
2
Accounts
223
Location
Troy, OH

Ot Financial, LLC assets under management

Ot Financial, LLC operates as an SEC-registered investment adviser based in Troy, OH. The firm has been registered since 2021. It reports $152.8 million in regulatory assets under management and employs 2 people.
www.turnstonefinancial.comView on SEC.gov ↗

Ot Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Joseph Kleptz ControlPrincipal And Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Ot Financial, LLC manage?

Ot Financial, LLC reports $152.8 million in regulatory assets under management on its Form ADV.

How many employees does Ot Financial, LLC have?

Ot Financial, LLC reports 2 employees.

Where is Ot Financial, LLC located?

Ot Financial, LLC is based in Troy, OH and has been SEC-registered since 2021.

Does Ot Financial, LLC disclose fund performance?

Ot Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address220 West Main Street, Troy, OH 45373
Phone937-875-2550
Fax937-875-2553
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$152.8M
Non-discretionary$0
Total (RAUM)$152.8M