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Building 2E. A. HORWITZ LLC

Map pinDEERFIELD, IL
Phone224-632-4600
NotebookSEC #801-77366
Total AUM
$272.6M
Employees
13
Clients
369

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1650 LAKE COOK RD.
SUITE 190
DEERFIELD
IL 60015
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
224-632-4600

ReceiptFinancials

Total AUM
$272.6M
Accounts
369
Discretionary
$272.6M
Accounts
369
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
347
AUM
$263.9M
Pension/Profit Sharing Plan Clients
15
AUM
$5.2M
Charitable Organization Clients
7
AUM
$3.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINLAMIOH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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