Overview
Assets Under Management: $151 million
Headquarters: SANTA FE, NM
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Frequently Asked Questions
HORIZONS SUSTAINABLE FINANCIAL SERVICES, 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 #164970), HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is headquartered in SANTA FE, NM.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. serves 101 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. manages $151 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.63
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 314
Discretionary Accounts: 312
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 164970
Filing ID: 2040681
Last Filing Date: 2026-01-14 09:36:22