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Horowitz & Company, Inc (Weston)


Horowitz & Company, Inc is an adviser based in Weston. It manages $58.64 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, Louisiana, and 5 other states.

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Horowitz & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and speaking and media appearances. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Horowitz & Company: assets under management

The assets under management (AUM) of Horowitz & Company, Inc is $58.64 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.48 million in discretionary accounts and $6.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $236.79 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Horowitz & Company, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Weston

The principal office where Horowitz & Company, Inc performs its advisory services is located at 1555 N Park Drive, Ste 102, Weston, FL 33326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-349-0800 or by fax 954-349-1414. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at horowitzandcompany.com.


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