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First Horizons Unlimited, Inc. (Chicago)


First Horizons Unlimited, Inc. is a large advisory firm based in Chicago. It manages $31.68 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

First Horizons Unlimited provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

First Horizons Unlimited: assets under management

The assets under management (AUM) of First Horizons Unlimited, Inc. is $31.68 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.92 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay First Horizons Unlimited, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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 Chicago

The principal office where First Horizons Unlimited, Inc. performs its advisory services is located at 200 W. Superior St., Chicago, IL 60610, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-274-1350 or by fax 312-274-0627. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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