Overview
Assets Under Management: $213 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 88
Average Client Assets: $1 million
Frequently Asked Questions
HORIZON FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158798), HORIZON FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
HORIZON FINANCIAL SERVICES, LLC is headquartered in WINSTON SALEM, NC.
HORIZON FINANCIAL SERVICES, LLC serves 88 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, HORIZON FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HORIZON FINANCIAL SERVICES, LLC manages $213 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, HORIZON FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.50
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,136
Discretionary Accounts: 1,136
Regulatory Filings
CRD Number: 158798
Filing ID: 1974133
Last Filing Date: 2025-03-31 15:54:00
Website: https://horizonfs.com