Overview
Assets Under Management: $188 million
High-Net-Worth Clients: 66
Average Client Assets: $2 million
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