James
Geitgey
Horter Investment Management, LLC
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About this Advisor
James Geitgey is a financial advisor based in Cincinnati, Ohio, working with Horter Investment Management, LLC. James has previously held positions at Geitgey Financial Services, Simplicity Group (Formerly Dressander/ Bhc), and Horter Investment Management. James is registered to provide services in Ohio. Currently, James is part of Horter Investment Management, LLC, which operates out of Cincinnati, Ohio. The firm has 25 offices and 44 employees. The firm manages assets totaling $214.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Horter Investment Management, LLC includes asset-based, hourly, and fixed fees.
Services Offered
Fee Structure
Office Location
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Horter Investment Management, LLC Brokerage Details
$214,109,003
44
3,449
$62,079
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
James Geitgey Work History
Horter Investment Management
Simplicity Group (Formerly Dressander/ Bhc)
Geitgey Financial Services
Disclosures
Please visit the SEC profile of James Geitgey 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
Atlantic Beach, FL
Cincinnati, OH
Cincinnati, OH
Davidson, NC
Cincinnati, OH
Cincinnati, OH
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