Pei Liu
Investment adviser representative at E. A. Horwitz LLC
13 yearsExperience
2 statesRegistered in
$272.6MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- E. A. Horwitz LLCApr 2017 to now
- E.A. Horwitz LLCApr 2017 to now
- Western International Securities, Inc.Apr 2017 to now
- Bfc Planning, Inc.Jun 2014 to Mar 2017
- Berthel, Fisher & Company Financial Services, Inc.Jul 2013 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
E. A. Horwitz LLC
$272.6MAssets managed
369Clients
10Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6101176
- Firm CRD
- 165561