Horwitz & Associates

About Horwitz & Associates

LaSalle St. is a privately-held firm focused on empowering independent representatives and advisors by building lasting relationships with financial professionals. Established in 1974, the company emphasizes transparency, honesty, and integrity, offering superior financial strength with Midwest values and a full-service boutique experience in brokerage, advisory, and insurance solutions.

Products & Services

Brokerage Services:A world-class brokerage platform with the latest fintech, including automated paperless workflows and superior support services for registered representatives.

Advisory Services:Access to LAMP and Fidelity Managed Account Xchange (FMAX) platforms, along with top third-party managers for registered advisors.

Insurance Solutions:A full range of fixed insurance solutions, including Life & Health options, through a full-service agency for affiliated reps and advisors.

Technology Platforms:Industry-leading technology tools for advisors, including Wealthscape and Fidelity Clearing & Custody's award-winning advisor toolset.

Specialties

Brokerage Platforms Advisory Services Insurance Solutions Fintech and Technology Tools

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 550000000 MR: - FA: $550 million FAN: 550000000	D: 2023-11-29 FD: 2023-11-29	1 investors

Funding Round Latest

2023-11-29

$550.0M

1 investor (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

John W. McDermott

Previously Registered Broker

D

Daniel Schlesser

Sr. Vice President and Chief Financial Officer

D

Daniel John Schlesser

Broker and Investment Adviser

M

Mark Contey

SVP of Business Development

M

Michael Drozd

Broker

R

Regan Beaver

Chief Compliance Officer and Trade Desk Manager

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