OT FINANCIAL, LLC
Legal name: TURNSTONE FINANCIAL
CRD #170738 SEC #801-121769 TROY, OH 937-875-2550
SEC Registered
Total AUM
$152.8M
Discretionary
$152.8M
Employees
2
Clients
--
Accounts
223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $152.8M | $152.8M | $0 | 2 | 2 |
| Jan 2025 | $142.8M | $142.8M | $0 | 2 | 2 |
| Mar 2024 | $142.8M | $142.8M | $0 | 2 | 2 |
| Apr 2023 | $119.7M | $119.7M | $0 | 2 | 0 |
| Mar 2023 | $119.7M | $119.7M | $0 | 2 | 0 |
| Feb 2022 | $140.7M | $140.7M | $0 | 2 | 3 |
| Oct 2021 | $115.4M | $115.4M | $0 | 2 | 2 |
| Oct 2021 | $115.4M | $115.4M | $0 | 2 | 2 |
| Jul 2021 | $115.4M | $115.4M | $0 | 2 | 2 |
| Jun 2021 | $115.4M | $115.4M | $0 | 2 | 2 |
| Jun 2021 | $115.4M | $115.4M | $0 | 2 | 2 |
DateMar 2025
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees2
Clients2
DateJan 2025
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees2
Clients2
DateMar 2024
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees2
Clients2
DateApr 2023
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees2
Clients3
DateOct 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients2
DateOct 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients2
DateJul 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients2
DateJun 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients2
DateJun 2021
Total AUM$115.4M
Discretionary$115.4M
Non-Disc.$0
Employees2
Clients2