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HORIZON FAMILY WEALTH, INC.
CRD 315484 · SEC 801-122217
250 SOUTH WACKER DRIVE, SUITE 220, CHICAGO, IL, 60606, United States
Phone
312-442-9192
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$278.8M
Discretionary AUM
$278.8M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $9.0M |
| High net worth individuals | 64 | $269.8M |
| Corporations/business entities | 1 | $2K |
States served
CA, IL, NE, OH, TX
All web addresses on file
Official SEC filing: View on IAPD