Horizon Wealth Management
Firm details
- Headquarters
- La Grange, Illinois
- CRD number
- 170255
- Registered since
- April 15, 2014
- Website
- www.horizonwealth.biz
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.25%
- Individuals18.41%
- Pension & Profit Sharing Plans2.86%
- Corporations / Businesses1.29%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Horizon Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2014. Its client mix includes individuals, families and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Horizon is not identified as an active ESG investor in the data and is listed as not a multi-state adviser in the snapshot. The firm was named to Forbes' America's Top RIA Firms list in 2023.
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
- Public Funds/Mutual Funds86%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
Contacts
3 of 6
Ronald Reitz
Financial ConsultantCRD 7269953
Paul Fousek
Principal & FounderCRD 4423657
Kaitlin Hyland
Financial Planning AssistantCRD 6251006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 124Active vs passive
$1.1B in ETFs
91%
$1B
2%
$99M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES YIELD OPTIMIZED BOND ETF (BYLD) | BlackRock | Passive | Intermediate Core Plus Bond | $56.9M | 2,511,534 | 5.17% |
Location
La Grange, IL
Cook
Location
La Grange, IL
Headquartered in La Grange, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 22 Calendar Ct
- Time zone
- CT (UTC-6)
- Office locations
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