A complete list of active advisors currently associated with E. A. Horwitz LLC
Warmer can help you find a great advisor at E. A. Horwitz LLC or one who fits your needs even better.
E.A. Horwitz, LLC is a team-based registered investment adviser with ten advisors managing roughly $273 million for several hundred individual clients. The firm provides portfolio management alongside financial planning services — including retirement, college, estate planning, insurance and cash-flow advice — and states it monitors accounts at least monthly and encourages quarterly reviews (Form CRS and ADV). The brochure describes a conservative, principal-preservation investment approach with individualized portfolios and active trading capabilities (including a firm-run bond trading desk and the manager’s use of options as a tool). It discloses both percentage-of-AUM fee arrangements and a wrap-fee program, and notes a custodial relationship recommendation with Schwab that brings platform services and potential conflicts of interest. Compared with many peers, the firm expressly operates as a wrap-fee program sponsor and includes performance-related language in its materials (describing a “proven record of service”), which the ADV highlights as part of its marketing and disclosures. The adviser also features multiple credentialed specialists (C.A.P., CPA, CIMA), long-tenured staff with active FINRA committee involvement and OSJ responsibilities, and its reported client mix is not concentrated in high‑net‑worth households — an atypical profile for a team of this size.
To learn more about the advisors currently working at E. A. Horwitz LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse E. A. Horwitz LLC's office locations.
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