Active
OTTO & ASSOCIATES, INC.
Investment Advice|NORWICH, VT
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$249.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 249.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109493 |
| SEC Number | 801-58024 |
| Street Address | 16 BEAVER MEADOW ROAD |
| Location | NORWICH, VT 05055 |
| Country | United States |
| Phone | 802-649-1946 |
| Fax | 914-232-5378 |
| Total Employees | 6 |
Client Count by Type (149 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 75 |
| Individuals (other than H… | 74 |
Community Partners
COUNTY OF WINDSOR
TOWN OF ANDOVER
TOWN OF BALTIMORE
TOWN OF BARNARD
TOWN OF BETHEL
TOWN OF BRIDGEWATER
TOWN OF CAVENDISH
TOWN OF CHESTER
TOWN OF HARTLAND
TOWN OF LUDLOW
TOWN OF NORWICH
TOWN OF PLYMOUTH
TOWN OF POMFRET
TOWN OF READING
TOWN OF ROCHESTER
TOWN OF SHARON
TOWN OF SPRINGFIELD
TOWN OF STOCKBRIDGE
TOWN OF WEATHERSFIELD
TOWN OF WESTON
COUNTY OF WINDSOR
TOWN OF ANDOVER
TOWN OF BALTIMORE
TOWN OF BARNARD
TOWN OF BETHEL
TOWN OF BRIDGEWATER
TOWN OF CAVENDISH
TOWN OF CHESTER
TOWN OF HARTLAND
TOWN OF LUDLOW
TOWN OF NORWICH
TOWN OF PLYMOUTH
TOWN OF POMFRET
TOWN OF READING
TOWN OF ROCHESTER
TOWN OF SHARON
TOWN OF SPRINGFIELD
TOWN OF STOCKBRIDGE
TOWN OF WEATHERSFIELD
TOWN OF WESTON
COUNTY OF WINDSOR
TOWN OF ANDOVER
TOWN OF BALTIMORE
TOWN OF BARNARD
TOWN OF BETHEL
TOWN OF BRIDGEWATER
TOWN OF CAVENDISH
TOWN OF CHESTER
TOWN OF HARTLAND
TOWN OF LUDLOW
TOWN OF NORWICH
TOWN OF PLYMOUTH
TOWN OF POMFRET
TOWN OF READING
TOWN OF ROCHESTER
TOWN OF SHARON
TOWN OF SPRINGFIELD
TOWN OF STOCKBRIDGE
TOWN OF WEATHERSFIELD
TOWN OF WESTON
Municipal Government
25 Active
25
Organizations
ASCUTNEY FIRE DISTRICT
CAVENDISH FIRE DISTRICT 1
CAVENDISH FIRE DISTRICT 2
ECFIBER
GREATER UPPER VALLEY SOLID WASTE DISTRICT
LUDLOW VILLAGE WATER DISTRICT
MOUNT ASCUTNEY REGIONAL COMMISSION
NORWICH FIRE DISTRICT 1
OTTAUQUECHEE NATURAL RESOURCE CONSERVATION DISTRICT
ROYALTON FIRE DISTRICT 1
SOUTHERN WINDSOR/WINDHAM CO SOLID WASTE MGMT DIST
SPRINGFIELD HOUSING AUTHORITY
TWO RIVERS-OTTAUQUECHEE REGIONAL COMMISSION
VILLAGE OF LUDLOW ELECTRIC LIGHT DEPT
ASCUTNEY FIRE DISTRICT
CAVENDISH FIRE DISTRICT 1
CAVENDISH FIRE DISTRICT 2
ECFIBER
GREATER UPPER VALLEY SOLID WASTE DISTRICT
LUDLOW VILLAGE WATER DISTRICT
MOUNT ASCUTNEY REGIONAL COMMISSION
NORWICH FIRE DISTRICT 1
OTTAUQUECHEE NATURAL RESOURCE CONSERVATION DISTRICT
ROYALTON FIRE DISTRICT 1
SOUTHERN WINDSOR/WINDHAM CO SOLID WASTE MGMT DIST
SPRINGFIELD HOUSING AUTHORITY
TWO RIVERS-OTTAUQUECHEE REGIONAL COMMISSION
VILLAGE OF LUDLOW ELECTRIC LIGHT DEPT
ASCUTNEY FIRE DISTRICT
CAVENDISH FIRE DISTRICT 1
CAVENDISH FIRE DISTRICT 2
ECFIBER
GREATER UPPER VALLEY SOLID WASTE DISTRICT
LUDLOW VILLAGE WATER DISTRICT
MOUNT ASCUTNEY REGIONAL COMMISSION
NORWICH FIRE DISTRICT 1
OTTAUQUECHEE NATURAL RESOURCE CONSERVATION DISTRICT
ROYALTON FIRE DISTRICT 1
SOUTHERN WINDSOR/WINDHAM CO SOLID WASTE MGMT DIST
SPRINGFIELD HOUSING AUTHORITY
TWO RIVERS-OTTAUQUECHEE REGIONAL COMMISSION
VILLAGE OF LUDLOW ELECTRIC LIGHT DEPT
Special District
14 Active
14
Organizations
GREEN MOUNTAIN UNIFIED SCH DIST
HARTFORD TOWN SCH DIST
HARTLAND TOWN SCH DIST
LUDLOW MT. HOLLY UNIFIED UNION SCH DIST
MARION W CROSS ELEMENTARY SCHOOL
MOUNTAIN VIEWS SUPERVISORY UNION
MOUNT ASCUTNEY SCHOOL DISTRICT
NORWICH TOWN SCH DIST
RIVER VALLEY TECHNICAL CENTER SCHOOL DISTRICT
ROCHESTER-STOCKBRIDGE UNIFIED UNION SCH DIST
SHARON TOWN SCH DIST
SPRINGFIELD TOWN SCH DIST
WEATHERSFIELD TOWN SCH DIST
WHITE RIVER VALLEY UNIFIED SCH DIST
WINDSOR CENTRAL MODIFIED UNIFIED UNION SCH DISTRICT
GREEN MOUNTAIN UNIFIED SCH DIST
HARTFORD TOWN SCH DIST
HARTLAND TOWN SCH DIST
LUDLOW MT. HOLLY UNIFIED UNION SCH DIST
MARION W CROSS ELEMENTARY SCHOOL
MOUNTAIN VIEWS SUPERVISORY UNION
MOUNT ASCUTNEY SCHOOL DISTRICT
NORWICH TOWN SCH DIST
RIVER VALLEY TECHNICAL CENTER SCHOOL DISTRICT
ROCHESTER-STOCKBRIDGE UNIFIED UNION SCH DIST
SHARON TOWN SCH DIST
SPRINGFIELD TOWN SCH DIST
WEATHERSFIELD TOWN SCH DIST
WHITE RIVER VALLEY UNIFIED SCH DIST
WINDSOR CENTRAL MODIFIED UNIFIED UNION SCH DISTRICT
GREEN MOUNTAIN UNIFIED SCH DIST
HARTFORD TOWN SCH DIST
HARTLAND TOWN SCH DIST
LUDLOW MT. HOLLY UNIFIED UNION SCH DIST
MARION W CROSS ELEMENTARY SCHOOL
MOUNTAIN VIEWS SUPERVISORY UNION
MOUNT ASCUTNEY SCHOOL DISTRICT
NORWICH TOWN SCH DIST
RIVER VALLEY TECHNICAL CENTER SCHOOL DISTRICT
ROCHESTER-STOCKBRIDGE UNIFIED UNION SCH DIST
SHARON TOWN SCH DIST
SPRINGFIELD TOWN SCH DIST
WEATHERSFIELD TOWN SCH DIST
WHITE RIVER VALLEY UNIFIED SCH DIST
WINDSOR CENTRAL MODIFIED UNIFIED UNION SCH DISTRICT
School District
15 Active
15
Organizations
100TH INFANTRY DIVISION ASSOCIATION
226 GREATER UPPER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAQUI SNOWMOBILERS CLUB
ABUNDANCE ACRES
AFRICAN CARIBBEAN INSTITUTE
AGING IN HARTLAND
AGING IN PLACE NORWICH
ALLIANCE FOR VERMONT COMMUNITIES INC
ALL ONE NOW INC
ALPHA DELTA KAPPA SORORITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
100TH INFANTRY DIVISION ASSOCIATION
226 GREATER UPPER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAQUI SNOWMOBILERS CLUB
ABUNDANCE ACRES
AFRICAN CARIBBEAN INSTITUTE
AGING IN HARTLAND
AGING IN PLACE NORWICH
ALLIANCE FOR VERMONT COMMUNITIES INC
ALL ONE NOW INC
ALPHA DELTA KAPPA SORORITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
100TH INFANTRY DIVISION ASSOCIATION
226 GREATER UPPER VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABENAQUI SNOWMOBILERS CLUB
ABUNDANCE ACRES
AFRICAN CARIBBEAN INSTITUTE
AGING IN HARTLAND
AGING IN PLACE NORWICH
ALLIANCE FOR VERMONT COMMUNITIES INC
ALL ONE NOW INC
ALPHA DELTA KAPPA SORORITY INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN HUMANIST ASSOCIATION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
AMERICAN LEGION AUXILIARY
Nonprofit Organization
529 Active
529
Organizations
Community Partners104 organizations
COUNTY OF WINDSOR
Municipal Government·WOODSTOCK
TOWN OF ANDOVER
Municipal Government·ANDOVER
TOWN OF BALTIMORE
Municipal Government·CHESTER
TOWN OF BARNARD
Municipal Government·BARNARD
TOWN OF BETHEL
Municipal Government·BETHEL
TOWN OF BRIDGEWATER
Municipal Government·BRIDGEWATER
TOWN OF CAVENDISH
Municipal Government·CAVENDISH
TOWN OF CHESTER
Municipal Government·CHESTER
TOWN OF HARTLAND
Municipal Government·HARTLAND
TOWN OF NORWICH
Municipal Government·NORWICH
TOWN OF PLYMOUTH
Municipal Government·PLYMOUTH
TOWN OF POMFRET
Municipal Government·NORTH POMFRET
TOWN OF READING
Municipal Government·READING
TOWN OF ROCHESTER
Municipal Government·ROCHESTER
TOWN OF SHARON
Municipal Government·SHARON
TOWN OF SPRINGFIELD
Municipal Government·SPRINGFIELD
TOWN OF STOCKBRIDGE
Municipal Government·STOCKBRIDGE
TOWN OF WEATHERSFIELD
Municipal Government·ASCUTNEY
TOWN OF WINDSOR
Municipal Government·WINDSOR
TOWN OF WOODSTOCK
Municipal Government·WOODSTOCK
VILLAGE OF LUDLOW
Municipal Government·LUDLOW
ASCUTNEY FIRE DISTRICT
Special District·ASCUTNEY
CAVENDISH FIRE DISTRICT 1
Special District·PROCTORSVILLE
CAVENDISH FIRE DISTRICT 2
Special District·CAVENDISH
ECFIBER
Special District·SOUTH ROYALTON
NORWICH FIRE DISTRICT 1
Special District·NORWICH
OTTAUQUECHEE NATURAL RESOURCE CONSERVATION DISTRICT
Special District·WHITE RIVER JUNCTION
ROYALTON FIRE DISTRICT 1
Special District·SOUTH ROYALTON
SPRINGFIELD HOUSING AUTHORITY
Special District·SPRINGFIELD
VILLAGE OF LUDLOW ELECTRIC LIGHT DEPT
Special District·LUDLOW
MARION W CROSS ELEMENTARY SCHOOL
School District·NORWICH
MOUNT ASCUTNEY SCHOOL DISTRICT
School District·WINDSOR
ROCHESTER-STOCKBRIDGE UNIFIED UNION SCH DIST
School District·ROYALTON
SHARON TOWN SCH DIST
School District·SHARON
100TH INFANTRY DIVISION ASSOCIATION
Nonprofit Organization·WOODSTOCK
226 GREATER UPPER VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·HARTLAND
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodstock
ABENAQUI SNOWMOBILERS CLUB
Nonprofit Organization·Chester
ABUNDANCE ACRES
Nonprofit Organization·Andover
AFRICAN CARIBBEAN INSTITUTE
Nonprofit Organization·NORWICH
AGING IN HARTLAND
Nonprofit Organization·Hartland
AGING IN PLACE NORWICH
Nonprofit Organization·Norwich
ALLIANCE FOR VERMONT COMMUNITIES INC
Nonprofit Organization·SOUTH ROYALTON
ALL ONE NOW INC
Nonprofit Organization·CHESTER
ALPHA DELTA KAPPA SORORITY INC
Nonprofit Organization·Springfield
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Springfield
AMERICAN HUMANIST ASSOCIATION
Nonprofit Organization·Quechee
AMERICAN LEGION
Nonprofit Organization·Springfield
AMERICAN LEGION
Nonprofit Organization·Norwich
AMERICAN LEGION
Nonprofit Organization·Hartland
AMERICAN LEGION
Nonprofit Organization·South Royalton
AMERICAN LEGION AUXILIARY
Nonprofit Organization·White River Jct
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Ludlow
AMERICAN LEGION AUXILIARY
Nonprofit Organization·CHESTER
AMERICAN LEGION BALLARD-HOBART POST 36
Nonprofit Organization·LUDLOW
American Legion Hartford Post #26
Nonprofit Organization·White River Jct
AMERICAN LEGION ORA E PAUL POST 24
Nonprofit Organization·WOODSTOCK
American Legion Post 67
Nonprofit Organization·Chester
AMERICAN MEMORIAL HOSPITAL
Nonprofit Organization·SOUTH ROYALTON
AMERICAN MICRO DAIRIES INC
Nonprofit Organization·South Royalton
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·White River Jct
AMERICAN RENEWABLE ENERGY STANDARDS & CERTIFICATION ASSOCIATION INC
Nonprofit Organization·NORWICH
AMERICANS CARING TEACHING SHARING INC
Nonprofit Organization·Norwich
AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE
Nonprofit Organization·Norwich
ANCIENT MYSTICAL ORDER OF ROSAE CRUCIS
Nonprofit Organization·Springfield
ANDERSEN PUBLIC DEFENSE LTD C/O AUSTIN DOUGLAS ANDERSEN
Nonprofit Organization·SOUTH ROYALTON
ANDOVER COMMUNITY FUND INC
Nonprofit Organization·CHESTER
ANDOVER SCHOLARSHIP
Nonprofit Organization·Andover
ANIMAL KIND ALLIANCE INC
Nonprofit Organization·Sharon
ANTHONY T LEE FOUNDATION INC
Nonprofit Organization·STOCKBRIDGE
ARCHYTAS EDUCATION CORP
Nonprofit Organization·Sharon
ARMS FOR KIDS
Nonprofit Organization·Springfield
ARTIST RELIEF TREE INC
Nonprofit Organization·SOUTH ROYALTON
ASCUTNEY MOUNTAIN AUDUBON SOCIETY
Nonprofit Organization·Springfield
Ascutney Volunteer Fire Association
Nonprofit Organization·Ascutney
AYLAS EQUINE REVIVAL
Nonprofit Organization·Brownsville
BARNARD HISTORICAL SOCIETY
Nonprofit Organization·South Royalton
BARRISTER'S BOOK SHOP
Nonprofit Organization·SOUTH ROYALTON
BARTONSVILLE GRANGE 4481
Nonprofit Organization·Chester
BEAVER MEADOW SCHOOL HOUSE ASSOC
Nonprofit Organization·Norwich
Benevolent & Protective Order of Elks of the USA
Nonprofit Organization·Springfield
BETTER FOR AMERICA INC
Nonprofit Organization·Woodstock
BLACK RIVER ART GUILD INC
Nonprofit Organization·Ludlow
BLACK RIVER GOOD NEIGHBOR SERVICES INC
Nonprofit Organization·LUDLOW