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Home > Retirement Planners > illinois > chicago > HORIZON FAMILY WEALTH, INC.
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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