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| Happy Holidays!! thanks for using AUM13F!! |
| Horowitz & Company Inc
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| CRD # | 106737 |
| SEC # | 801-133795 |
| CIK # | |
| AUM | $145.4 M (2025-07-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 954-349-0800 |
| Address | 901 South Federal Highway Fort Lauderdale, FL 33316 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 156 | 34.0 |
| (b) Individuals (high net worth individuals) | 41 | 70.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 40.2 |
| (n) Other | 0 | 0.0 |
| Total | 393 | 145.4 |
| By Discretionary | ||
| Discretionary | 393 | 145.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 393 | 145.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.4 | |
| Total | 393 | 145.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Creative Investment Group LLC
✚
|
TN | 0.1 |
|
Wickham Financial Group Inc
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GA | 0.1 |
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Financial Partners LLC
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NM | 0.1 |
|
Blakely Walters Wealth Management LLC
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AZ | 0.1 |
|
Pacesetter Financial Group LLC
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IL | 0.1 |
|
SIMA Wealth Partners LLC
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VA | 0.1 |
|
TNT Asset Management LLC
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|
TX | 0.1 |
|
Hallett Investments LLC
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|
WA | 0.1 |
|
Stolzer Rothschild Levy LLC
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|
NJ | 0.1 |
|
Reach Wealth Management LLC
✚
|
UT | 0.1 |