HORIZON WEALTH MANAGEMENT

22 Calendar Court
2nd Floor
La Grange, Illinois 60525
Tel: (708) 352-4300

About HORIZON WEALTH MANAGEMENT

HORIZON WEALTH MANAGEMENT, formally registered with the SEC as HORIZON WEALTH MANAGEMENT. The firm was established in 04/15/2014. They have over 2 offices throughout the country.

HORIZON WEALTH MANAGEMENT is a La Grange, Illinois based Financial Planning firm with nearly $945,761,317 assets under management, offering retirement planning & investment advisory services to 3073 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170255
SEC#	801-79492
Assets Managed by Firm	$945,761,317
No. of Clients	3073
No. of Advisors	10

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
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	3073	$945,761,317
Individuals (other than high net worth individuals)	1780	$204,351,147
High net worth individuals	593	$697,386,848
Pension and profit sharing plans	7	$31,045,412
Charitable organizations	8	$1,734,556
Corporations or other businesses	13	$11,243,354

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