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
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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
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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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
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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 | -- |
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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% |