E. A. Horwitz LLC
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 165561
- Registered since
- November 16, 2012
- Website
- www.horwitzadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals96.77%
- Pension & Profit Sharing Plans1.91%
- Charitable Organizations1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
E. A. Horwitz LLC is an SEC-registered investment adviser organized as an LLC and registered in 2012. The firm serves both individual/family and institutional clients and operates with an owner-managed structure. Its stated advisory capabilities include financial planning, discretionary portfolio management for individuals, small businesses, and institutions, and pension consulting. The firm also functions as a registered representative of a broker-dealer, and is affiliated with both broker-dealer and other investment-adviser industry roles. Fee arrangements combine percentage-of-AUM billing with fixed fees. The firm is not identified as an active ESG investor.
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 Equities80%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds2%
Contacts
3 of 10
Jakob Horwitz
Investment Advisor RepresentativeCRD 6671671
Lesley Winston
Chartered Advisor in PhilanthropyCRD 1867126
Robert Youman
Managing Director / Investment AdvisorCRD 2188234
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Deerfield, IL
Lake
Location
Deerfield, IL
Headquartered in Deerfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 1650 Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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