Horizon Capital Management, LLC

Horizon Capital Management, LLC (CRD# 132113) is a financial advisory firm headquartered in Lake Forest, IL. They manage $68,767,451 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $509,389
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Horizon Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James D. Pattie
CRD#: 2509399
One Westminster Place, Suite 100a, Lake Forest, IL 60045
93
Wealthminder
score

James Pattie (CRD# 2509399) is an Investment Advisor Representative working at Horizon Capital Management, LLC in Lake Forest, IL and has over 13 years of experience in the finance industry.

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