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Firm with $550 Million in Assets Joins LaSalle St.

Firm with $550 Million in Assets Joins LaSalle St. Adviser, advisor, advisory, broker-dealer, brokerage, financial services, registered investment advisor, RIA, wealth management
Firm with $550 Million in Assets Joins LaSalle St. Adviser, advisor, advisory, broker-dealer, brokerage, financial services, registered investment advisor, RIA, wealth management

LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment adviser platforms, announced that Horwitz & Associates has joined its network.

The firm was previously an office of supervisory jurisdiction under Western International and oversees $550 million in client assets.

Horwitz & Associates, founded in 1970 by Gerald Horwitz, provides financial, retirement planning and asset and wealth management services to its pre-retiree, retiree and business owner clients. LaSalle says the firm owns and will continue to operate its registered investment adviser, EA Horwitz & Associates. The 13-member multi-generational team is based in Deerfield, Illinois, with additional offices in Arizona, Florida, Louisiana and Ohio.

“Horwitz & Associates leverages multi-generational experience, and deep family connections and is a perfect fit for our network,” said LaSalle St. chief marketing officer Mark Contey. “The firm’s team has built a sustainable, scalable business with close client relationships, and we are thrilled to have the opportunity to support their current business as well as their going forward expansion.”

LaSalle St. is comprised of LaSalle St. Securities, an independent broker-dealer; LaSalle St. Investment Advisors, a SEC-registered investment adviser; and LaSalle St. Insurance Services, a provider of annuity and insurance products. Founded in 1974 and based in Chicago, Illinois, LaSalle St. supports more than 300 financial advisors, has more than $12 billion in total client assets and is registered in all 50 states. The LaSalle St. companies offer a range of services, including brokerage, advisory, investment and insurance.

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