Patrick
Horwitz
Silver Oak Securities, Inc
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About this Advisor
Patrick Horwitz is a financial advisor operating in Fort Wayne, Indiana, who has 2 years of relevant experience. Horwitz is on the advisory team at Silver Oak Securities, Inc. The advisor has gained experience at Sii Investments, Inc, Secrturities Service Network, Ssn Advisory, Securities America, Inc, Securities America Advisors, Inc and Silver Oak Securities, Inc. Horwitz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Indiana and North Carolina. Silver Oak Securities, Inc is an advisory business based in Jackson, TN. The investment advisory business has offices in 75 locations and a total of 96 advisors. It controls $1 billion in assets between its 10,178 client accounts, making it one of the larger firms in the United States by assets under management. Of its 10,178 customer accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the type of services. Fees charged by Silver Oak Securities, Inc can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Patrick Horwitz Work History
Patrick has been registered as a financial advisor for 2 years.*
Silver Oak Securities, Inc
Securities America, Inc
Securities America Advisors, Inc
Secrturities Service Network
Ssn Advisory
Sii Investments, Inc
*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 Patrick Horwitz 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 Silver Oak Securities, Inc
Alpharetta, GA
Florence, KY
Burlington, NC
Tigard, OR
Greenwood, IN
Indianapolis, IN
Brentwood, TN
Macon, GA
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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