HORIZON INVESTMENT SERVICES, LLC.

7412 Calumet Ave
Hammond, Indiana 46324-2692
Tel: 219-852-3215

About HORIZON INVESTMENT SERVICES, LLC.

HORIZON INVESTMENT SERVICES, LLC, formally registered with the SEC as HORIZON INVESTMENT SERVICES, LLC. The firm was established in 04/08/2004. They have over 1 offices throughout the country.

HORIZON INVESTMENT SERVICES, LLC. is a Hammond, Indiana based Financial Planning firm with nearly $258,266,022 assets under management, offering retirement planning & investment advisory services to 549 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110642
SEC#	801-63047
Assets Managed by Firm	$258,266,022
No. of Clients	549
No. of Advisors	14

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CREATE PRODUCTS FOR SPONSORS OF UIT PRODUCTS AND VARIOUS INDICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	549	$258,266,022
Individuals (other than high net worth individuals)	235	$110,248,382
High net worth individuals	43	$118,234,367
Other investment advisers	27	$8,581,022
Corporations or other businesses	6	$21,202,251

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