Otium Advisory Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1800 Century Park E, Los Angeles, Califo...

Phone Number

(310) 737-8266

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Otium Advisory Group

Otium Advisory Group provides financial planning, investment management, and tax preparation services tailored for busy Gen-X and Y professionals in Los Angeles. Their mission is to simplify complex financial challenges and create actionable plans that empower clients to confidently navigate their financial journeys. The firm emphasizes a fee-only, fiduciary approach, ensuring that their services are accessible to a broader audience, not just high-net-worth individuals. Otium's comprehensive strategies focus on aligning investments with clients' unique objectives while minimizing tax liabilities.Explore more
Popular SearchesOtium Advisory Group LLCOtium Advisory GroupSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Otium Advisory Group

<$5M
1-10
Private
-
2016
N/A
$8.6M
11-50
Private
-
2010
MP
Mindy ParsonsManager, Client Services
<$5M
1-10
Private
-
-
MK
Marlene KochClient Service Associate
<$5M
1-10
Private
-
1985
AB
Andrew ByronFinancial Planner & Investment Advisor
<$5M
1-10
Private
-
2021
SP
Stuart PynePortfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2014
Kevin Barton, Founder & Managing Principal at Elevate Financial
Kevin BartonFounder & Managing Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Otium Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Otium Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Otium Advisory Group.

Otium Advisory Group Tech Stack

A closer look at the technologies used by Otium Advisory Group

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Frequently Asked Questions Regarding Otium Advisory Group

What is Otium Advisory Group's official website?
Otium Advisory Group's official website is www.otiumag.com
What is Otium Advisory Group's Revenue?
Otium Advisory Group's revenue is <$5 Million
What is Otium Advisory Group's SIC code?
Otium Advisory Group's SIC: 62,628
What is Otium Advisory Group's NAICS code?
Otium Advisory Group's NAICS: 52,523
How many employees does Otium Advisory Group have?
Otium Advisory Group has 1-10 employees
What industry does Otium Advisory Group belong to?
Otium Advisory Group is in the industry of: Finance, Securities Trading
What is Otium Advisory Group competition?
Otium Advisory Group top competitors include: Hudson Valley Wealth Management, Charleston Financial Advisors, HC Financial Advisors, Elevate Financial
What technology does Otium Advisory Group use?
Some of the popular technologies that Otium Advisory Group uses are: Cloudflare Rocket Loader, WordPress.org, reCAPTCHA, PHP
How do I contact Otium Advisory Group?
Otium Advisory Group contact info: Phone number: (310) 737-8266 Website: www.otiumag.com
What does Otium Advisory Group do?

Otium Advisory Group provides financial planning, investment management, and tax preparation services tailored for busy Gen-X and Y professionals in Los Angeles. Their mission is to simplify complex financial challenges and create actionable plans that empower clients to confidently navigate their financial journeys. The firm emphasizes a fee-only,... fiduciary approach, ensuring that their services are accessible to a broader audience, not just high-net-worth individuals. Otium's comprehensive strategies focus on aligning investments with clients' unique objectives while minimizing tax liabilities.Read More

Is Otium Advisory Group a public company?
Otium Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Otium Advisory Group

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