Keliikai Seto ah mook Castillo
Investment adviser representative at Horter Investment Management, LLC
17 yearsExperience
3 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
17 years in the industry.
- Horter Investment Management, LLCOct 2023 to now
- Horter Investment Management,cllcOct 2023 to now
- Unionbanc Investment ServicesApr 2009 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
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
- 4858601
- Firm CRD
- 119880