Anmelden Kostenlos registrieren

Horoschak Theodore (Furlong)


Horoschak Theodore is a large advisory firm based in Furlong. It manages $49.84 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Horoschak Theodore provides portfolio management for individuals and small businesses and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Horoschak Theodore: assets under management

The assets under management (AUM) of Horoschak Theodore is $49.84 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.84 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.46 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Horoschak Theodore 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.

Based in Furlong

The principal office where Horoschak Theodore performs its advisory services is located at 54 Saddle Dr, Furlong, PA 18925 The mailing address of the firm is Po Box 435, Furlong, PA 18925. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-345-5336 or by fax 215-345-4155. The normal business hours are 2pm -5pm on Other.


Registered investment advisers similar to Horoschak Theodore