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Adam A Horowitz

SQUARE CIRCLE IA LP·BOSTON, Massachusetts
Unclaimed Profile
105 NEWBURY STREET, BOSTON, MA 02116CRD# 5045930Firm CRD# 312718
01

About

Adam A Horowitz is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SQUARE CIRCLE IA LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SQUARE CIRCLE IA LP
SQUARE CIRCLE IA LP
AUM
$388M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SQUARE CIRCLE IA LP →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: REIMBURSEMENT OF EXPENSES
Regulatory
SEC/IARD CRD# 5045930
Firm CRD# 312718
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam A Horowitz offer?
Adam A Horowitz specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Adam A Horowitz's credentials?
Adam A Horowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam A Horowitz located?
Adam A Horowitz is based in BOSTON, Massachusetts, working with SQUARE CIRCLE IA LP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Adam A Horowitz charge for services?
Adam A Horowitz's firm is compensated through performance-based fees, other: reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SQUARE CIRCLE IA LP?
SQUARE CIRCLE IA LP has approximately 4 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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