Peter Joseph Vlahakis
Investment adviser representative at Horter Investment Management, LLC
23 yearsExperience
2 statesRegistered in
$314.5MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Horter Investment Management, LLCApr 2016 to now
- Applied Concept Financial ServicesApr 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Horter Investment Management, LLC
$314.5MAssets managed
1,337Clients
27Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1860667
- Firm CRD
- 119880