Horizon Cash Management LLC is a large advisory firm based in Chicago. It manages $500 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.
Horizon Cash Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Horizon Cash Management LLC is $500 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Horizon Cash Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Horizon Cash Management LLC is owned by Cary Wynn Musser. Diane Catherine Mix has been acting as President since 1 Jan 1992. Robert Pinedo joined the executive team most recently as the Chief Compliance Officer.
The principal office where Horizon Cash Management LLC performs its advisory services is located at 325 West Huron, Suite 808, Chicago, IL 60654, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-335-8500 or by fax 312-335-8501. The normal business hours are 7:30 am - 4:30pm on Monday - Friday.