← Back to searchVisit website
OT ADVISORS LLC
CRD 328812 · SEC 801-129043
7284 W PALMETTO PARK ROAD, SUITE 303, BOCA RATON, FL, 33433, United States
Phone
855-994-4773
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.2M
Discretionary AUM
$15.2M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees; INVESTMENT CONSULTING FEES, RESEARCH SERVICES FEES
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $15.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD