The Otto Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

50 Central Ave Ste 930, Sarasota, Florid...

Phone Number

(941) 203-7200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The Otto Group

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.Explore more
The Otto Group's Social MediaPopular SearchesThe Otto GroupThe Otto Group at Hightower AdvisorsSIC Code 62,628NAICS Code 52,523Show more

The Otto Group Org Chart

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MO
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Managing Director, Partner

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Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Otto Group

<$5M
11-50
Private
-
2016
MO
Matt OttoManaging Director, Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$5.3M
11-50
Private
-
1999
AO
Andrew OttoDirector, Trust Services & Chief Financial Officer, Personal
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Otto Group Tech Stack

A closer look at the technologies used by The Otto Group

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Frequently Asked Questions Regarding The Otto Group

What is The Otto Group's official website?
The Otto Group's official website is www.theottogroupathightower.com
What is The Otto Group's Revenue?
The Otto Group's revenue is <$5 Million
What is The Otto Group's SIC code?
The Otto Group's SIC: 62,628
What is The Otto Group's NAICS code?
The Otto Group's NAICS: 52,523
How many employees does The Otto Group have?
The Otto Group has 11-50 employees
What industry does The Otto Group belong to?
The Otto Group is in the industry of: Finance, Securities Trading
What is The Otto Group competition?
The Otto Group top competitors include: Bernicke Wealth Management, Greenwood Capital Associates, Dowd Financial Group, Questmont Strategic Wealth Advisors
What technology does The Otto Group use?
Some of the popular technologies that The Otto Group uses are: goo.gl, Cloudflare CDN, HubSpot, Cookie Consent
How do I contact The Otto Group?
The Otto Group contact info: Phone number: (941) 203-7200 Website: www.theottogroupathightower.com
What does The Otto Group do?

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 w... ealth 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.Read More

What are The Otto Group social media links?
The Otto Group Linkedin page The Otto Group Facebook page
Is The Otto Group a public company?
The Otto Group is private company therefore does not currently have an official ticker symbol
See more information about The Otto Group

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