Overview
Assets Under Management: $316 million
Headquarters: HAMMOND, IN
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
HORIZON INVESTMENT 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 #110642), HORIZON INVESTMENT SERVICES, LLC. is subject to fiduciary duty under federal law.
HORIZON INVESTMENT SERVICES, LLC. is headquartered in HAMMOND, IN.
HORIZON INVESTMENT SERVICES, LLC. serves 55 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, HORIZON INVESTMENT SERVICES, LLC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HORIZON INVESTMENT SERVICES, LLC. manages $316 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, HORIZON INVESTMENT SERVICES, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
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: 2031047
Last Filing Date: 2025-12-01 11:50:22
Website: 0