OTTO & ASSOCIATES, INC.
CRD #109493 SEC #801-58024 NORWICH, VT 802-649-1946
SEC Registered
Total AUM
$249.9M
Discretionary
$249.9M
Employees
6
Clients
101
Accounts
605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $249.9M | $249.9M | $0 | 6 | 1 |
| Mar 2024 | $223.5M | $223.5M | $0 | 6 | 2 |
| Jan 2024 | $194.5M | $194.5M | $0 | 6 | 1 |
| Apr 2023 | $194.5M | $194.5M | $0 | 6 | 1 |
| Mar 2023 | $194.5M | $194.5M | $0 | 6 | 1 |
| Mar 2022 | $219.7M | $219.7M | $0 | 6 | 0 |
| Aug 2021 | $187.5M | $187.5M | $0 | 6 | 10 |
| Mar 2021 | $187.5M | $187.5M | $0 | 5 | 10 |
| Jun 2020 | $166.9M | $166.9M | $0 | 5 | 14 |
| Jun 2020 | $166.9M | $166.9M | $0 | 5 | 14 |
| Mar 2020 | $166.9M | $166.9M | $0 | 5 | 14 |
| Mar 2019 | $141.3M | $141.3M | $0 | 5 | 4 |
| Mar 2018 | $154.1M | $154.1M | $0 | 5 | 5 |
| Mar 2017 | $121M | $121M | $0 | 5 | 100 |
| Aug 2016 | $109.8M | $109.8M | $0 | 5 | 100 |
| Mar 2016 | $109.8M | $109.8M | $0 | 5 | 100 |
| Jun 2015 | $115.6M | $115.6M | $0 | 5 | 100 |
| Feb 2015 | $115.6M | $115.6M | $0 | 5 | 100 |
| Mar 2014 | $108.4M | $108.4M | $0 | 5 | 100 |
| Mar 2014 | $108.4M | $108.4M | $0 | 5 | 100 |
| Aug 2013 | $93.6M | $93.6M | $0 | 5 | 100 |
| Mar 2013 | $93.6M | $93.6M | $0 | 5 | 100 |
| Jun 2012 | $84.6M | $84.6M | $0 | 1 | 26 |
| Mar 2012 | $84.6M | $84.6M | $0 | 1 | 26 |
| Mar 2011 | $88.2M | $88.2M | $0 | 5 | -- |
| Mar 2011 | $88.2M | $88.2M | $0 | 5 | -- |
| Mar 2007 | $87.8M | $87.8M | $0 | 5 | -- |
| Mar 2006 | $76.6M | $76.6M | $0 | 5 | -- |
| Sep 2005 | $68.2M | $68.2M | $0 | 5 | -- |
| Mar 2002 | $42.1M | $42.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$249.9M
Discretionary$249.9M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$223.5M
Discretionary$223.5M
Non-Disc.$0
Employees6
Clients2
DateJan 2024
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees6
Clients1
DateApr 2023
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2023
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees6
Clients1
DateMar 2022
Total AUM$219.7M
Discretionary$219.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients10
DateMar 2021
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees5
Clients10
DateJun 2020
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees5
Clients14
DateJun 2020
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees5
Clients14
DateMar 2020
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees5
Clients14
DateMar 2019
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees5
Clients4
DateMar 2018
Total AUM$154.1M
Discretionary$154.1M
Non-Disc.$0
Employees5
Clients5
DateMar 2017
Total AUM$121M
Discretionary$121M
Non-Disc.$0
Employees5
Clients100
DateAug 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees5
Clients100
DateJun 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients100
DateFeb 2015
Total AUM$115.6M
Discretionary$115.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees5
Clients100
DateAug 2013
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$93.6M
Discretionary$93.6M
Non-Disc.$0
Employees5
Clients100
DateJun 2012
Total AUM$84.6M
Discretionary$84.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$84.6M
Discretionary$84.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$88.2M
Discretionary$88.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees5
Clients--