| Name | Title | Ownership | Since |
|---|---|---|---|
| David William Otto Control | Chief Executive Officer Emeritus | 25-50% | 2023 |
| Elizabeth Nmi Otto | Shareholder | 10-25% | 2010 |
| Susan Otto Goodell Control | Chief Executive Officer, President, And Chief Compliance Officer | 50-75% | 2023 |
Otto & Associates, Inc. reports $249.9 million in regulatory assets under management on its Form ADV.
Otto & Associates, Inc. reports 6 employees.
Otto & Associates, Inc. is based in Norwich, VT and has been SEC-registered since 2000.
Otto & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 16 Beaver Meadow Road, Norwich, VT 05055 |
| Phone | 802-649-1946 |
| Fax | 914-232-5378 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $249.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $249.9M |