Craig
Misuradze
Horter Investment Management, LLC
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About this Advisor
Craig Misuradze is a financial advisor based out of Murrieta, California with a total of 11 years of relevant experience. Misuradze is on the advisory team at Horter Investment Management, LLC. Over the course of their career, they have held roles at Agewise Financial, Horter Investment Management, LLC and Simpleretirementbook.Com. Misuradze maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in California. Horter Investment Management, LLC is a registered investment business operating out of Cincinnati, OH. The company has offices in 51 locations and a total of 64 people on staff. It oversees $354 million in assets between its 3,145 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 3,145 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees depend on the services provided. Fee types charged by Horter Investment Management, LLC may 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
Craig Misuradze Work History
Craig has been registered as a financial advisor for 11 years.*
Simpleretirementbook.Com
Horter Investment Management, LLC
Agewise Financial
*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 Craig Misuradze 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
Rocky River, OH
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