James
Geitgey

Horter Investment Management, LLC

CRD#1125673
Investment Advisor
in Cincinnati, OH

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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

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11726 Seven Gables Rd Symmes Township
Cincinnati, OH 45249

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Horter Investment Management, LLC Brokerage Details

Total Assets Under Management

$214,109,003

OH Average: $2,106,341,625
Total Number of Employees

44

OH Average: 34
Total Number of Accounts

3,449

OH Average: 1,972
Average Account Size

$62,079

OH Average: $1,068,125

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

2015 - Present (9 years)

Horter Investment Management

2013 - Present (11 years)

Simplicity Group (Formerly Dressander/ Bhc)

1998 - Present (26 years)

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

Thomas Bennett
Cincinnati, OH
Mark Kuhne
Cincinnati, OH
Geffrey Lewis
Atlantic Beach, FL
Keith Schmidt
Cincinnati, OH
Todd Brubaker
Cincinnati, OH
Hayden Horter
Cincinnati, OH
Stephen Lamb
Davidson, NC
Bryan Mitchell
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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