Overview
Assets Under Management: $5.4 billion
Headquarters: CHARLOTTE, NC
Frequently Asked Questions
HORIZON INVESTMENTS 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 #109552), HORIZON INVESTMENTS LLC is subject to fiduciary duty under federal law.
HORIZON INVESTMENTS LLC is headquartered in CHARLOTTE, NC.
According to their SEC Form ADV, HORIZON INVESTMENTS LLC offers portfolio management for individuals and portfolio management for businesses. View all service details ↓
HORIZON INVESTMENTS LLC manages $5.4 billion in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, HORIZON INVESTMENTS LLC serves high-net-worth individuals and businesses. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies
Clients
Total Client Accounts: 1,481
Discretionary Accounts: 1,323
Non-Discretionary Accounts: 158
Regulatory Filings
CRD Number: 109552
Filing ID: 1949992
Last Filing Date: 2025-03-12 11:38:00
Website: https://horizoninvestments.com