Julie
Ahrens
Horter Investment Management, LLC
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About this Advisor
Julie Ahrens is a financial advisor operating in Cincinnati, Ohio with 5 years of relevant experience. Ahrens currently works for Horter Investment Management, LLC. They have been an employee of Horter Investment Management, Llc for their entire career. Ahrens maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Illinois, Indiana and Kentucky. Horter Investment Management, LLC is an advisory business based in Cincinnati, OH. The investment advisory business has offices in 51 locations and a total of 64 financial advisors. It has $354 million in assets across its 3,145 accounts, placing it among the larger firms in the United States by assets under management. Of its 3,145 client accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Horter Investment Management, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Horter Investment Management, LLC likely are comprised of any blend of 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
Julie Ahrens Work History
Julie has been registered as a financial advisor for 5 years.*
Horter Investment Management
*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 Julie Ahrens 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
Cincinnati, OH
Southern Pines, NC
Stony Brook, NY
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