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BH
CFP
BH
CFP

Bruce Irwin Heymont

Horizon Wealth Management
37 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Horizon Wealth Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
2,401 clients
Average Client Portfolio
$394K average
Assets Under Management
$945.8M

Fee Structure

Financial Planning:Included in AUM fee

Location

1880 Century Park East, Ste 1008, Los Angeles, CA, 90067

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History

Regulatory History (1)
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Customer Dispute
December 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is involved with Heymont & Company, Inc. and another entity, both related to non-variable insurance, dedicating about half of his time to each. He also provides investment advisory services through Horizon Wealth Management, an independent investment advisor firm, dedicating full-time hours.

Employment History
Current Registrations
Horizon Wealth Management
June 2022 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
The Heymont Group Wealth Management and Retirement Solutions
November 2006 - August 2022 · 15 yrs 9 mos
LPL Financial LLC
March 2002 - August 2022 · 20 yrs 5 mos
Trusted Securities Advisors CORP.Broker
July 1999 - December 2001 · 2 yrs 5 mos
Mony Securities CorporationBroker
February 1988 - March 2002 · 14 yrs 1 mo
Mony Securities CorporationBroker
February 1988 - July 1999 · 11 yrs 5 mos
The Mutual Life Insurance Company of New YorkBroker
February 1988 - October 1990 · 2 yrs 8 mos
State Registrations10 states
AZCAFLGANYOHORTNUTVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.