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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| OT Financial LLC
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|---|---|
| CRD # | 170738 |
| SEC # | 801-121769 |
| CIK # | |
| AUM | $152.8 M (2025-03-13) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 937-875-2550 |
| Address | 220 West Main Street Troy, OH 45373 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 26.8 |
| (b) Individuals (high net worth individuals) | 24 | 84.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 35.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 152.8 |
| By Discretionary | ||
| Discretionary | 223 | 152.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 152.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.8 | |
| Total | 223 | 152.8 |
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|---|---|---|
|
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✚
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0.2 | |
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Investor Advisory Group LLC
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NC | 0.2 |
|
Capstone Investment Group LLC
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WA | 0.2 |
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Whalen Capital Inc
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WI | 0.2 |
|
Leeds Capital Group LLC
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CA | 0.2 |