Overview
Assets Under Management: $62 million
High-Net-Worth Clients: 22
Average Client Assets: $2.6 million
Frequently Asked Questions
HORIZON PLANNING INC. 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 #119371), HORIZON PLANNING INC. is subject to fiduciary duty under federal law.
HORIZON PLANNING INC. serves 22 high-net-worth clients according to their SEC filing dated March 10, 2018. View client details ↓
According to their SEC Form ADV, HORIZON PLANNING INC. offers financial planning and portfolio management for individuals. View all service details ↓
HORIZON PLANNING INC. manages $62 million in client assets according to their SEC filing dated March 10, 2018.
According to their SEC Form ADV, HORIZON PLANNING INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.14%
Average Client Assets: $2.6 million
Total Client Accounts: 29
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 119371
Filing ID: 1158520
Last Filing Date: 2018-03-10 10:20:00