Horizon Family Wealth, Inc.

Horizon Family Wealth, Inc. (CRD# 315484) is a financial advisory firm headquartered in Chicago, IL. They manage $220,656,837 in 409 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
250 South Wacker Drive, Suite 220, Chicago, IL 60606
https://www.horizonfamilywealth.com
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $539,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NE, OH, TX

Financial Advisors at Horizon Family Wealth, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Shea, financial advisor Chicago IL
Joseph B. Shea
CRD#: 2726131
250 South Wacker Drive, Suite 220, Chicago, IL 60606

Joseph Shea (CRD# 2726131) is an Investment Advisor Representative working at Horizon Family Wealth, Inc. in Chicago, IL and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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