OTTO & ASSOCIATES, INC. of NORWICH, VT is an SEC-registered investment adviser (CRD 109493). Regulatory assets under management: $286.6M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| David William Otto | CHIEF EXECUTIVE OFFICER EMERITUS | — |
| Susan Otto Goodell | CHIEF EXECUTIVE OFFICER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER | — |
| Elizabeth Nmi Otto | SHAREHOLDER | — |
| OTTO DAVID WILLIAM | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER EMERITUS (+2 more) | — |
| GOODELL SUSAN OTTO | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER; PRESIDENT (+2 more) | — |
| OTTO ELIZABETH | SHAREHOLDER | — |
| OTTO ELIZABETH NMI | SHAREHOLDER | — |