Cilla Tomas, financial advisor Ann Arbor MI
93 score

Cilla Tomas

CRD Number: 3159597
Current Firm: Horter Investment Management, LLC

Cilla Tomas (CRD# 3159597) is an Investment Advisor Representative working at Horter Investment Management, LLC in Ann Arbor, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Cincinnati, OH May 2014 - Current 2
Cilla Financial Services LLC Ann Arbor, MI Aug 2013 - Current 3
Michigan Metro (mass Mututal) Farmington Hills, MI Oct 2009 - Jul 2013 3
Glp & Associates Farmington Hills, MI Sep 2001 - Sep 2009 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Feb 1999
Contact Info for Cilla Tomas
Phone Number: 513-984-9933
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,016
    MILLIONS
  • Total Number of Accounts
    13,925
    ACCOUNTS
  • Average Account Value
    $72,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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