The Otto Group at Hightower Advisors Company Profile, Contacts & Intelligence

Financial ServicesPlaza at Five Points, 50 Central Avenue4 employeesFounded 2016
4 contacts with email or phone data4 with email data2 with phone data
View verified contacts Compare competitors
Employees
4
Company source estimate
Reachable Contacts
4
Visible contacts with email or phone data
Contacts With Email
4
4 of 4 visible contacts

The Otto Group at Hightower Advisors Overview

The Otto Group is a wealth management advisory practice founded by Matt Otto, CFP®, AIF®. With locations in Sarasota, Florida and Vail, Colorado, the practice provides holistic wealth management solutions to a select group of individuals, families, and businesses. The team has an average of 20 years of industry experience and prides itself on its wealth management formula that blends investment consulting, advanced planning and relationship management. All members of The Otto Group are fiduciaries, placing the interests of their clients first. The Otto Group is supported by Hightower Advisors, LLC and Hightower Securities, LLC. Learn more about The Otto Group by visiting otto.hightoweradvisors.com. Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

Headquarters
Plaza at Five Points, 50 Central Avenue
Website
theottogroupathightower.com
Industry
Financial Services
Founded
2016
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Alternative Investments Financial Wellness Fiduciary Advanced Planning

The Otto Group at Hightower Advisors Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

4 contacts with contact data
4 with email data and 2 with phone data in the visible sample.

The Otto Group at Hightower Advisors People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

M
Matt Otto
Managing Director, Partner at the Otto
EP
M
Michael Wood, Cfa
Portfolio Manager at the Otto Group
E
J
Joe Levine, Cepa®
Private Wealth Management
E
L
Laurel Corriveau
Chief Experience Officer (Cxo)
EP

The Otto Group at Hightower Advisors Workforce Composition

Seniority breakdown across 4 visible profiles.

Executive
1
Director
1
Manager
1
Individual contributor
1

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