Robert Horowitz (CRD# 2595723) is an Investment Advisor Representative working at Robert Horowitz Wealth Management in Mill Valley, CA and has over 29 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 6424586
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Robert V. Horowitz, LLC | Mill Valley, CA | Jun 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
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Total Assets Under Management80MILLIONS
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Total Number of Accounts130ACCOUNTS
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Average Account Value$612,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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