Horoky Private Wealth, LLC
Firm details
- Headquarters
- South Bend, Indiana
- CRD number
- 343228
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Horoky Private Wealth, LLC is a privately held limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-AUM fee basis. It does not identify as an active ESG investor and lists an insurance company among its industry affiliations. Regulatory notes in the snapshot indicate state-level registration in Indiana and Michigan.
Assets & Accounts
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
Owners & executives
1 of 1
Christopher Horoky
CEO and CCOCRD 4384923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Bend, IN
St Joseph
Location
South Bend, IN
Headquartered in South Bend, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- St Joseph
- Address
- 2410 Edison Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Pennfield Capital Corp
RIASouth Bend, IN
Golden Years Financial Advisors, Inc.
RIASouth Bend, IN
Devotion Capital Management
RIASouth Bend, IN
Creative Financial Planning Advisors, Inc.
RIASouth Bend, IN
Kestrel Wealth Management, LLC
RIASouth Bend, IN
Walter Keenan Wealth Management
RIASouth Bend, IN