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
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