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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Horter Investment Management LLC
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| CRD # | 119880 |
| SEC # | 801-67471 |
| CIK # | |
| AUM | $278.0 M (2025-02-21) |
| Employees | 41 (80% Investors, 0% Brokers) |
| Phone | 513-984-9933 |
| Address | 11726 Seven Gables Rd Cincinnati, OH 45249 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,164 | 0.1 |
| (b) Individuals (high net worth individuals) | 70 | 0.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1,301,382 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,136 | 0.3 |
| By Discretionary | ||
| Discretionary | 2,136 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,136 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 2,136 | 0.3 |
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|---|---|---|
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MA | 0.3 |
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Private Portfolios Inc
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Retirement Financial Solutions LLC
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TN | 0.3 |
|
Integrity Wealth Advisors LLC
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CA | 0.3 |
|
Weitzel Financial Services Inc
✚
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IA | 0.3 |