Overview
Assets Under Management: $316 million
Headquarters: HAMMOND, IN
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 567
Discretionary Accounts: 567
Regulatory Filings
CRD Number: 110642
Filing ID: 1959570
Last Filing Date: 2025-03-20 11:38:00
Website: https://horizoninvestment.com