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Home > Retirement Planners > new mexico > santa fe > HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
535 Cerrillos Road
Suite A2
Santa Fe, New Mexico 87501
Tel: 505-982-9661
About HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC, formally registered with the SEC as HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. The firm was established in 03/25/2021. They have over 4 offices throughout the country.
HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is a Santa Fe, New Mexico based Financial Planning firm with nearly $134,076,856 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164970 |
| SEC# | 801-120599 |
| Assets Managed by Firm | $134,076,856 |
| No. of Clients | 740 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 740 | $134,076,856 |
| Individuals (other than high net worth individuals) | 259 | $50,129,831 |
| High net worth individuals | 80 | $83,062,723 |
| Charitable organizations | 6 | $884,302 |
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