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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SHEA, JOSEPH, BLANE | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (5)
CA IL NE OH TX
Address
250 SOUTH WACKER DRIVESUITE 220
CHICAGO, IL 60606
United States
Phone: 312-442-9192