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Building 2HORTER INVESTMENT MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-984-9933
NotebookSEC #801-67471
Total AUM
$314.5M
Employees
43
Clients
1,337

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11726 SEVEN GABLES RD
SYMMES TOWNSHIP
CINCINNATI
OH 45249
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
513-984-9933
Other Offices
22

ReceiptFinancials

Total AUM
$314.5M
Accounts
2,296
Discretionary
$314.5M
Accounts
2,296
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,218
AUM
$167.3M
HNW Individual Clients
74
AUM
$121.2M
Pension/Profit Sharing Plan Clients
8
AUM
$7.3M
Investment Advisor Clients
15
AUM
$3.8M
Corporation or Business Clients
22
AUM
$14.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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