O
CRD: 323349
Owtur Investment Advisors, LLC
Weatherford, TX
8175655515
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
-- Weatherford TX
About Owtur Investment Advisors, LLC
Owtur Investment Advisors, LLC is a Weatherford-based RIA. The firm has been operating for 3 years. Managing $9.8M in total assets under management, with 1 advisory representatives. Services offered include Financial Planning, Insurance, Investment Planning.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$9.8M AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Upgrade to reveal position-level detail across legacy unison.
Premium access reveals conviction themes in frontier atlas.
Full visibility includes strategy notes for atlas bridge.
Unlock to compare peer behavior around vector horizon.
See the complete signal summary connected to prime capital.
See the complete signal summary connected to foundation.
Full visibility includes strategy notes for north atlas quantum.
Request access to benchmark trends tied to vertex ridge.
Investment Vehicles
Bridge meridian
Services
Fusion Bridge Vital Capital north Element atlas
Owner & Executives
D
DONALD ANDERSON LESCH
President
- CRD
- #2709499
- Ownership
- 75% or more
(794) 439-9849
capital.crest@ridgecapital.com
in linkedin.com/in/signal-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,806,941 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,806,941 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,806,941
Equity - Exchange:
42.9% Cash:
42.3% Corporate - Investment Grade:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,847,780,643 | 42.9% |
| Cash | $2,807,951,543 | 42.3% |
| Corporate - Investment Grade | $982,451,130 | 14.8% |
| Total | $6,638,183,316 | 100.0% |