Horter Investment Management Revenue

Financial Services • Symmes, Ohio, United States • 21-50 Employees

Horter Investment Management revenue & valuation

Annual revenue	$500,000
Revenue per employee	$15,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,600,000
Total funding	No funding

Key Contacts at Horter Investment Management

Jeff Schmidt

Director Of Business Development

Todd Brubaker

National Director Of Medicare Solutions

Kevin Hetzer

Director Of Operations

Company overview

Headquarters	National Headquarters, 11726 Seven Gables, Cincinnati, Ohio 45249, US
Phone number	+15139849933
Website	horterinvestment.com
NAICS	52
SIC	621
Keywords	Wealth Management, Retirement Planning, Financial Planning, Generational Planning, Financial Advisor Training
Employees	21-50
Socials

Horter Investment Management Email Formats

Horter Investment Management uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@him-ria.com), used 53.1% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@him-ria.com	53.1%
{first name}	john@him-ria.com	25%
{first name}.{last name}	john.doe@him-ria.com	21.9%

About Horter Investment Management

Our founder, Drew Horter, began in the financial industry in the 1980s, leading to the establishment of Horter Investment Management in 1991. We are proud to be one of the few homegrown registered investment advisory firms from Cincinnati, OH, and we are proud of our midwestern roots. At Horter, we don’t just manage your retirement — we design, integrate, and coordinate every aspect of your financial life. As your Architect for Financial Success, we ensure that every piece of your financial puzzle fits together, creating a cohesive strategy that’s built for your unique needs. We understand that navigating your financial future can be overwhelming. That's why we focus on simplifying the complexities of your financial life, transforming scattered information and multiple advisors into a clear, cohesive strategy. Our team of experts takes care of every detail, so you can have peace of mind knowing that your financial journey is well-coordinated and aligned with your goals. Discover how we make financial clarity a reality.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Director

C-Suite

Employees by Department

Horter Investment Management has 22 employees across 7 departments.

Departments

Number of employees

Funding Data

Horter Investment Management has never raised funding before.

Frequently asked questions

Horter Investment Management is located in Symmes, Ohio, US.

You can reach Horter Investment Management at +15139849933.

Horter Investment Management generates an estimated annual revenue of $500,000. This revenue figure reflects the company's market position and business performance in its industry.

Horter Investment Management has an estimated valuation of $1,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Horter Investment Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.