Charles Henrich, financial advisor Portage MI
90 score

Charles Henrich

CRD Number: 6025347
Current Firm: Horter Investment Management, LLC

Charles Henrich (CRD# 6025347) is an Investment Advisor Representative working at Horter Investment Management, LLC in Portage, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Horter Investment Management, LLC Portage, MI Feb 2012 - Current 4
Medimmune Gaithersburg, MD May 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Charles R. Henrich
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
90
Clean Record
This advisor has a clean track record with regulators.

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