Overview
Assets Under Management: $181 million
Headquarters: FORT LAUDERDALE, FL
High-Net-Worth Clients: 42
Average Client Assets: $2.2 million
Frequently Asked Questions
HOROWITZ & COMPANY, 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 #106737), HOROWITZ & COMPANY, INC. is subject to fiduciary duty under federal law.
HOROWITZ & COMPANY, INC. is headquartered in FORT LAUDERDALE, FL.
HOROWITZ & COMPANY, INC. serves 42 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, HOROWITZ & COMPANY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HOROWITZ & COMPANY, INC. manages $181 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, HOROWITZ & COMPANY, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.31%
Average Client Assets: $2.2 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 106737
Filing ID: 2051170
Last Filing Date: 2026-03-19 11:33:32