Overview
Assets Under Management: $213 million
Headquarters: WINSTON SALEM, NC
High-Net-Worth Clients: 88
Average Client Assets: $1 million
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