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HORIZON WEALTH MANAGEMENT
LA GRANGE, IL
(708) 352-4300
SEC #801-79492Total AUM
$1.1B
Employees
10Clients
1,307Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 CALENDAR COURT
2ND FLOOR
LA GRANGE
IL 60525
United States
2ND FLOOR
LA GRANGE
IL 60525
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(708) 352-4300
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
3,136Discretionary
$1.1B
Accounts
3,136Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
868AUM
$198.3M
HNW Individual Clients
412AUM
$832M
Pension/Profit Sharing Plan Clients
17AUM
$30.8M
Charitable Organization Clients
1AUM
$2.1M
Corporation or Business Clients
9AUM
$13.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINMIMNNCNYOHSCTNTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.