Horwitz & Associates, Inc. (Riverwoods)
Horwitz & Associates, Inc. is a large advisory firm based in Riverwoods. It manages $104 million of regulatory assets for 415 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 23 other states.
Horwitz & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
Horwitz & Associates: assets under management
The assets under management (AUM) of Horwitz & Associates, Inc. is $104 million. The firm's AUM has grown by 233% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Horwitz & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Horwitz & Associates, Inc.
Edward Alan Horwitz has been acting as President since 1 Oct 2008. Diane Christine Ryan joined the executive team most recently as the Secretary.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Riverwoods
The principal office where Horwitz & Associates, Inc. performs its advisory services is located at 2610 Lake Cook Rd., Riverwoods, IL 60015, which is also the mailing address of the firm. An additional office of the firm is in San Diego, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 224-632-4700 or by fax 224-632-4593. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.horwitzco.com.
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