HORIZON FAMILY WEALTH, INC.
CRD #315484 SEC #801-122217 CHICAGO, IL 312-442-9192
SEC Registered
Total AUM
$279.7M
Discretionary
$279.7M
Employees
2
Clients
51
Accounts
425
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $279.7M | $279.7M | $0 | 2 | 0 |
| Mar 2024 | $220.7M | $220.7M | $0 | 3 | 0 |
| Nov 2023 | $150.2M | $150.2M | $0 | 2 | 0 |
| Apr 2023 | $150.2M | $150.2M | $0 | 2 | 0 |
| Mar 2023 | $150.2M | $150.2M | $0 | 2 | 0 |
| Mar 2022 | $155.3M | $155.3M | $0 | 3 | 0 |
| Oct 2021 | $113.3M | $113.3M | $0 | 3 | 0 |
| Oct 2021 | $113.3M | $113.3M | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Aug 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$279.7M
Discretionary$279.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$220.7M
Discretionary$220.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$150.2M
Discretionary$150.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$155.3M
Discretionary$155.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0