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Michael I Hozian

THE Mather Group, LLC

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About Michael I Hozian

Michael Hozian is a registered investment advisor representative with The Mather Group, LLC. Michael has been in the financial services industry since 2016. Michael has a Series 65 license and has passed the Securities Industry Essentials Examination. The Mather Group, LLC is a registered investment advisor firm with offices in Chicago, IL and Houston, TX. The firm provides financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for individuals, and portfolio management for investment companies. The firm has approximately 10.5 billion dollars in assets under management.

Firm Information

Michael Hozian is currently registered with THE Mather Group, LLC. THE Mather Group, LLC is an investment advisor based in CHICAGO, IL. They have 91 investment adviser representatives and $10,508,543,012 in regulatory assets under management. THE Mather Group, LLC provides financial planning, educational seminars, selection of other advisers, portfolio management for individuals, and publication of periodicals. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Mather Group, LLC

353 N. CLARK STREET

CHICAGO, IL 60654

$10.51B

Assets Under Management

1

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of total net worth

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Michael Hozian’s Registration & Firm History

IL

01/09/2023 - Present

THE Mather Group, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael I Hozian.
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