Bryan
Mitchell
Horter Investment Management, LLC
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About this Advisor
Bryan Mitchell is a financial advisor working in Cincinnati, Ohio with a total of 4 years of relevant experience. Mitchell works at Horter Investment Management, LLC. During their career, Mitchell has held roles at Wlem Financial Advisors, Horter Investment Management, Hewlett Packard, Independent Consulting, Stephen D. Dissette And Associates, LLC and Tek Systems. Mitchell holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Indiana. Horter Investment Management, LLC is a financial advisory company that has its headquarters in Cincinnati, OH. It has offices in 51 locations and a total of 64 advisors. It oversees $354 million in total assets among its 3,145 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 3,145 customer accounts, just 2% are held by high-net-worth investors who have greater than $1 million in investable assets. Horter Investment Management, LLC offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on which services are provided. Fee types billed by Horter Investment Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Horter Investment Management, LLC Brokerage Details
$354,328,597
64
3,145
$112,664
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bryan Mitchell Work History
Bryan has been registered as a financial advisor for 4 years.*
Tek Systems
Wlem Financial Advisors
Horter Investment Management
Stephen D. Dissette And Associates, LLC
Independent Consulting
Hewlett Packard
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryan Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Horter Investment Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Atlantic Beach, FL
Davidson, NC
Southern Pines, NC
Cincinnati, OH
Stony Brook, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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