Overview
Assets Under Management: $188 million
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Frequently Asked Questions
HORIZON WEALTH ADVISORS, 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 #148338), HORIZON WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
HORIZON WEALTH ADVISORS, LLC serves 66 high-net-worth clients according to their SEC filing dated February 26, 2024. View client details ↓
According to their SEC Form ADV, HORIZON WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HORIZON WEALTH ADVISORS, LLC manages $188 million in client assets according to their SEC filing dated February 26, 2024.
According to their SEC Form ADV, HORIZON WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 502
Discretionary Accounts: 480
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 148338
Last Filing Date: 2024-02-26 00:00:00
Website: https://horizonwealthadvisors.com