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HOROWITZ & COMPANY, INC.
FORT LAUDERDALE, FL
954-349-0800
SEC #801-133795Total AUM
$180.7M
Employees
2Clients
206Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
901 SOUTH FEDERAL HIGHWAY
SUITE 202
FORT LAUDERDALE
FL 33316
United States
SUITE 202
FORT LAUDERDALE
FL 33316
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
954-349-0800
Financials
Total AUM
$180.7M
Accounts
429Discretionary
$180.7M
Accounts
429Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
157AUM
$42.7M
HNW Individual Clients
42AUM
$92.7M
Charitable Organization Clients
1AUM
$717.1K
Corporation or Business Clients
6AUM
$44.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOFLGAMINCOHTXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.