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Roberta Lee Horwitz

HORWITZ & ASSOCIATES, INC.·RIVERWOODS, Illinois
HORWITZ & ASSOCIATES, INC.
2610 LAKE COOK RD., RIVERWOODS, IL 60015CRD# 1204554Firm CRD# 5611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberta Lee Horwitz · RIVERWOODS, IL
Registration
CRD #1204554 · HORWITZ & ASSOCIATES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Roberta Lee Horwitz is a registered financial advisor based in RIVERWOODS, Illinois, affiliated with HORWITZ & ASSOCIATES, INC.. 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
INSIGHT SECURITIES, INC.
INSIGHT SECURITIES, INC.
AUM
$148M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at INSIGHT SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1204554
Firm CRD# 5611
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roberta Lee Horwitz offer?
Roberta Lee Horwitz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RIVERWOODS, Illinois for a consultation.
What are Roberta Lee Horwitz's credentials?
Roberta Lee Horwitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberta Lee Horwitz located?
Roberta Lee Horwitz is based in RIVERWOODS, Illinois, working with HORWITZ & ASSOCIATES, INC.. Their office serves clients in the RIVERWOODS metropolitan area and surrounding communities.
How does Roberta Lee Horwitz charge for services?
Roberta Lee Horwitz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORWITZ & ASSOCIATES, INC.?
HORWITZ & ASSOCIATES, INC. has approximately 23 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HORWITZ & ASSOCIATES, INC.

Michael Hunt Legette
RIVERWOODS, IL
Diane Christine Ryan
HIGHLAND PARK, IL
Gerald Allen Horwitz
RIVERWOODS, IL
Carlos Javier Legaspy
HIGHLAND PARK, IL
James J Kim
HIGHLAND PARK, IL
Jerry Leonard Schwartz
HIGHLAND PARK, IL

More Advisors in RIVERWOODS, Illinois

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Joseph Douglas Ogrin
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