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, SEC-registered registered investment advisor that began registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of third‑party advisers. Horizon charges clients using a mix of percentage-of-AUM fees, hourly billing, and fixed fees. The firm identifies itself as a capital allocator but does not position itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities71%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents12%
- US Government Bonds3%
- Other2%
Owners & executives
1 of 1
Sharese Abbadessa
Chief Operating OfficerCRD 5166772
Contacts
1 of 1
Joseph Shea
Managing DirectorCRD 2726131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$256M in ETFs
90%
$230M
8%
$26.6M
| 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 | $20.9M | 210,314 | 8.16% |
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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