← Back to searchVisit website
HOROWITZ & COMPANY, INC.
CRD 106737 · SEC 801-133795
901 SOUTH FEDERAL HIGHWAY, SUITE 202, FORT LAUDERDALE, FL, 33316, United States
Phone
954-349-0800
Fax
954-349-1414
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$180.7M
Discretionary AUM
$180.7M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $42.7M |
| High net worth individuals | 42 | $92.7M |
| Charitable organizations | 1 | $717K |
| Corporations/business entities | 6 | $44.6M |
States served
CA, CO, GA, MI, NC, OH, VA, WA, TX, FL
All web addresses on file
- HTTPS://TWITTER.COM/ANDREWHOROWITZ
- HTTP://WWW.THEDISCIPLINEDINVESTOR.COM
- HTTP://WWW.ENVESTOLOGY.COM
- HTTP://WWW.HOROWITZANDCOMPANY.COM
- HTTPS://WWW.FACEBOOK.COM/THEANDREWHOROWITZ
- HTTPS://WWW.DHUNPLUGGED.COM
- https://www.linkedin.com/in/theandrewhorowitz/
- https://missionfinancialsolutions.com
- https://www.youtube.com/channel/UC9C0OTI95PzLeWi0mBm8FgQ
Official SEC filing: View on IAPD