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Anthony William Frambes

Horter Investment Management, LLC

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About Anthony William Frambes

Anthony William Frambes is an investment advisor representative with Horter Investment Management, LLC, based in Cincinnati, Ohio. Anthony has been in the financial industry since 2015 and has a strong background in financial planning, portfolio management, and providing investment advice. Anthony holds the Series 63, Series 65 and Series 6TO licenses. In addition to his work with Horter Investment Management, LLC, Anthony is also the 100% owner of AWF Management Services LLC, a medical therapy holding company.

Firm Information

Anthony Frambes is currently registered with Horter Investment Management, LLC. Horter Investment Management, LLC is an investment advisor based in Cincinnati, Ohio. With over 30 licensed agents and advisors, the firm provides financial planning, educational seminars, and portfolio management services to individuals, families, and businesses. They manage a variety of investment vehicles, including individual accounts, trusts, and retirement plans. The firm specializes in serving high-net-worth individuals, corporations, and pension plans.
Horter Investment Management, LLC

11726 SEVEN GABLES RD

CINCINNATI, OH 45249

$214.11M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Frambes’s Registration & Firm History

OH

07/25/2024 - Present

Horter Investment Management, LLC (CINCINNATI OH)

OH

02/02/2021 - 07/30/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)

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Licenses & Designations

IA

Issued 10/14/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony William Frambes.
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