| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Blane Shea Control | Managing Partner And Chief Compliance Officer | Over 75% | 2021 |
Horizon Family Wealth, Inc. reports $279.7 million in regulatory assets under management on its Form ADV.
Horizon Family Wealth, Inc. reports 2 employees.
Horizon Family Wealth, Inc. is based in Chicago, IL and has been SEC-registered since 2021.
Horizon Family Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 250 South Wacker Drive, Suite 220, Chicago, IL 60606 |
| Phone | 312-442-9192 |
| Office hours | 4-Aug |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1910660 |
| Discloses disciplinary history | No |
| Discretionary | $279.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $279.7M |