HORIZON FAMILY WEALTH, INC.

250 South Wacker Drive
Suite 220
Chicago, Illinois 60606
Tel: 312-442-9192

About HORIZON FAMILY WEALTH, INC.

HORIZON FAMILY WEALTH, INC, formally registered with the SEC as HORIZON FAMILY WEALTH, INC. The firm was established in 09/01/2021. They have over 1 offices throughout the country.

HORIZON FAMILY WEALTH, INC. is a Chicago, Illinois based Financial Planning firm with nearly $220,656,837 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315484
SEC#	801-122217
Assets Managed by Firm	$220,656,837
No. of Clients	409
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	409	$220,656,837
Individuals (other than high net worth individuals)	31	$8,714,268
High net worth individuals	63	$211,942,548
Corporations or other businesses	1	$21

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