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Richard Baron Shanley

HORIZON WEALTH MANAGEMENT, LLC·LA GRANGE, Illinois
Clean recordHORIZON WEALTH MANAGEMENT, LLC
22 CALENDAR COURT, LA GRANGE, IL 60525CRD# 4017146Firm CRD# 170255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Baron Shanley · LA GRANGE, IL
Registration
CRD #4017146 · HORIZON WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Baron Shanley is a registered financial advisor based in LA GRANGE, Illinois, affiliated with HORIZON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HORIZON WEALTH MANAGEMENT, LLC
HORIZON WEALTH MANAGEMENT
AUM
$939M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at HORIZON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4017146
Firm CRD# 170255
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Baron Shanley offer?
Richard Baron Shanley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA GRANGE, Illinois for a consultation.
What are Richard Baron Shanley's credentials?
Richard Baron Shanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Baron Shanley located?
Richard Baron Shanley is based in LA GRANGE, Illinois, working with HORIZON WEALTH MANAGEMENT, LLC. Their office serves clients in the LA GRANGE metropolitan area and surrounding communities.
How does Richard Baron Shanley charge for services?
Richard Baron Shanley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORIZON WEALTH MANAGEMENT, LLC?
HORIZON WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $939M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Paul Fousek
LA GRANGE, IL
Ryan Patrick Williamson
LA GRANGE, IL

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Research
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