HORTER INVESTMENT MANAGEMENT, LLC

11726 Seven Gables Rd
Symmes Township
Cincinnati, Ohio 45249
Tel: 513-984-9933

About HORTER INVESTMENT MANAGEMENT, LLC

HORTER INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as HORTER INVESTMENT MANAGEMENT, LLC. The firm was established in 01/12/2007. They have over 23 offices throughout the country.

HORTER INVESTMENT MANAGEMENT, LLC is a Cincinnati, Ohio based Financial Planning firm with nearly $277,989,460 assets under management, offering retirement planning & investment advisory services to 2136 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119880
SEC#	801-67471
Assets Managed by Firm	$277,989,460
No. of Clients	2136
No. of Advisors	41

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2136	$277,989,460
Individuals (other than high net worth individuals)	1164	$146,997,481
High net worth individuals	70	$110,136,549
Pension and profit sharing plans	69	$1,127,353
Other investment advisers	1301382	$3,424,639
Corporations or other businesses	25	$16,303,438

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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