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Building 2HORIZON FAMILY WEALTH, INC.

Map pinCHICAGO, IL
Phone312-442-9192
NotebookSEC #801-122217
Total AUM
$278.8M
Employees
2
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 SOUTH WACKER DRIVE
SUITE 220
CHICAGO
IL 60606
United States
Operating Hours
8-4
Monday - Friday
Phone
312-442-9192

ReceiptFinancials

Total AUM
$278.8M
Accounts
418
Discretionary
$278.8M
Accounts
418
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
29
AUM
$9M
HNW Individual Clients
64
AUM
$269.8M
Corporation or Business Clients
1
AUM
$2.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNEOHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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