HORIZON FAMILY WEALTH, INC.
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 315484
- Registered since
- September 1, 2021
- Website
- www.horizonfamilywealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.76%
- Individuals3.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Horizon Family Wealth, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that combines financial planning with discretionary portfolio management for individuals, small businesses, and institutional entities. Its advisory services include selecting outside managers when appropriate. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Horizon does not identify as an active ESG investor and is not designated as a multistate adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds15%
- US Government Bonds3%
- Other2%
Owners & executives
1 of 1SHARESE ABBADESSA
Chief Operating OfficerCRD 5166772
Contacts
2 of 2Charles Morris
Research AssociateCRD 8229635
JOSEPH SHEA
Managing DirectorCRD 2726131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$221M in ETFs
92%
$203M
6%
$17.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF (BILS) | State Street | Passive | Ultrashort Bond | $17.4M | 174,529 | 7.86% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 250 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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