Bruce
Heymont

Horizon Wealth Management

CRD#1764579
Investment Advisor
in Los Angeles, CA

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About this Advisor

Bruce Heymont is a certified financial planner who works in Los Angeles, California with a total of 1 year of relevant experience. Heymont is an advisor for Horizon Wealth Management. Their career trajectory has included roles at Heymont & Company, Inc (Self Employed), Lpl Financial, LLC, Heymont & Company Inc Wealth Manangement & Retirement Solutions and Horizon Wealth Management, LLC. Heymont has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California. Horizon Wealth Management is a registered investment firm headquartered in La Grange, IL. It has a total of eight employees. It manages $783 million in assets under management between its 7,069 accounts, making it one of the bigger firms in the United States by assets under management. The firm serves six charities and foundations. Of its 7,069 accounts, 30% are held by high-net-worth investors who have more than $1 million in assets. Horizon Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management depend on the type of financial services provided. However, fees charged by Horizon Wealth Management can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1880 Century Park East Ste 1008
Los Angeles, CA 90067

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Horizon Wealth Management Brokerage Details

Total Assets Under Management

$783,012,062

CA Average: $6,674,516,078
Total Number of Employees

8

CA Average: 44
Total Number of Accounts

7,069

CA Average: 2,564
Average Account Size

$110,767

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Bruce Heymont Work History

Bruce has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Horizon Wealth Management, LLC

2002 - Present (22 years)

Lpl Financial, LLC

2020 - 2022 (2 years)

Heymont & Company Inc Wealth Manangement & Retirement Solutions

1985 - 2022 (37 years)

Heymont & Company, Inc (Self Employed)

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bruce Heymont to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horizon Wealth Management

Barbara Abundiz
Los Angeles, CA
John Crawford
La Grange, IL
Ryan Williamson
La Grange, IL
Paul Fousek
La Grange, IL
Bruce Heymont
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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