Robert Horowitz Wealth Management

Robert Horowitz Wealth Management (CRD# 127800) is a financial advisory firm headquartered in , . They manage $79,639,485 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.rhwm.com
By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $612,611
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Robert Horowitz Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Robert Horowitz, financial advisor Mill Valley CA
Robert Horowitz
CRD#: 2595723
Mill Valley, CA

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.

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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