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David Alan Horn

TITLETOWN WEALTH MANAGEMENT, LLC·GREEN BAY, Wisconsin
Unclaimed Profile
1221 BELLEVUE STREET, GREEN BAY, WI 54302CRD# 4947707Firm CRD# 307752
01

About

David Alan Horn is a registered financial advisor based in GREEN BAY, Wisconsin, affiliated with TITLETOWN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TITLETOWN WEALTH MANAGEMENT, LLC
TITLETOWN WEALTH MANAGEMENT, LLC
AUM
$109M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TITLETOWN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4947707
Firm CRD# 307752
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Alan Horn offer?
David Alan Horn specializes in Financial Planning, Investment Management. Contact their office in GREEN BAY, Wisconsin for a consultation.
What are David Alan Horn's credentials?
David Alan Horn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Alan Horn located?
David Alan Horn is based in GREEN BAY, Wisconsin, working with TITLETOWN WEALTH MANAGEMENT, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.
How does David Alan Horn charge for services?
David Alan Horn'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 TITLETOWN WEALTH MANAGEMENT, LLC?
TITLETOWN WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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