AF
AF

Anthony William Frambes

4 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & Coaching
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
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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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.

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Other Business Activities

Anthony is the 100% owner of AWF Management Services LLC, a holding company for business ventures and medical therapy silent investment projects. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Horter Investment Management, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Alphamark Advisors, LLC
July 2021 - July 2024 · 3 yrs
Northwestern Mutual Investment Services, LLCBroker
February 2021 - July 2021 · 5 mos
State Registrations8 states
CTFLINKYMINCNYOH
Advisor
Exams
No exam information available for this advisor.
Anthony William Frambes - Financial Advisor | TrueAdvisor