Overview
Assets Under Management: $407 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 83
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.36
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 801
Discretionary Accounts: 549
Non-Discretionary Accounts: 252
Regulatory Filings
CRD Number: 114102
Last Filing Date: 2025-02-25 00:00:00
Website: https://horizon-advisors.com