Overview
Assets Under Management: $221 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 65
Average Client Assets: $4 million
Frequently Asked Questions
HORIZON FAMILY WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315484), HORIZON FAMILY WEALTH, INC. is subject to fiduciary duty under federal law.
HORIZON FAMILY WEALTH, INC. is headquartered in CHICAGO, IL.
HORIZON FAMILY WEALTH, INC. serves 65 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, HORIZON FAMILY WEALTH, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HORIZON FAMILY WEALTH, INC. manages $221 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, HORIZON FAMILY WEALTH, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.40
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 409
Discretionary Accounts: 409
Regulatory Filings
CRD Number: 315484
Last Filing Date: 2024-03-15 00:00:00
Website: https://horizonfamilywealth.com