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Home > Retirement Planners > illinois > deerfield > E. A. HORWITZ LLC
E. A. HORWITZ LLC
1650 Lake Cook Rd.
Suite 190
Deerfield, Illinois 60015
Tel: 224-632-4600
About E. A. HORWITZ LLC
E A HORWITZ LLC, formally registered with the SEC as E A HORWITZ LLC. The firm was established in 11/16/2012. They have over 1 offices throughout the country.
E. A. HORWITZ LLC is a Deerfield, Illinois based Financial Planning firm with nearly $208,061,003 assets under management, offering retirement planning & investment advisory services to 404 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165561 |
| SEC# | 801-77366 |
| Assets Managed by Firm | $208,061,003 |
| No. of Clients | 404 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 404 | $208,061,003 |
| Individuals (other than high net worth individuals) | 377 | $199,330,603 |
| Pension and profit sharing plans | 17 | $4,559,492 |
| Charitable organizations | 10 | $4,170,908 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
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| $239,614,971,441 | 59703 | 397 |
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