Diane Marie Marra

Horter Investment Management, LLC

4 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Horter Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

1,302,710 clients

Average Client Portfolio

$213.393 average

Assets Under Management

$278.0M

Fee Structure

Financial Planning:Investment management only

Location

Bloomville, NY

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Diane is an insurance agent selling life and annuity products since 1997. This takes nearly full-time.

Employment History

Current Registrations

Horter Investment Management, LLC

May 2021 - Present · 4 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.