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Peter Joseph Vlahakis

Horter Investment Management, LLC

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About Peter Joseph Vlahakis

Peter Vlahakis is an investment advisor representative at Horter Investment Management, LLC based in Cincinnati, OH. Peter Vlahakis has been in the industry since 2013. Peter Vlahakis is registered with the state of California as an Investment Advisor Representative. Peter Vlahakis has also been registered in Nevada as an Investment Advisor Representative. Peter Vlahakis is licensed to provide financial planning and portfolio management for individuals.

Firm Information

Peter Vlahakis 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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Peter Vlahakis’s Registration & Firm History

OH

01/01/2025 - Present

Horter Investment Management, LLC (CINCINNATI OH)

NV

08/30/2013 - 12/31/2015

COURTLANDT SECURITIES CORPORATION (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 03/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2013

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Joseph Vlahakis.
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