HORIZON FINANCIAL

5582 W. Henrietta Rd.
West Henrietta, New York 14586
Tel: 585-334-3600

About HORIZON FINANCIAL

HORIZON FINANCIAL, formally registered with the SEC as HORIZON FINANCIAL. The firm was established in 09/13/2019. They have over 1 offices throughout the country.

HORIZON FINANCIAL is a West Henrietta, New York based Financial Planning firm with nearly $422,810,005 assets under management, offering retirement planning & investment advisory services to 1460 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305239
SEC#	801-117343
Assets Managed by Firm	$422,810,005
No. of Clients	1460
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1460	$422,810,005
Individuals (other than high net worth individuals)	734	$211,667,121
High net worth individuals	232	$211,142,884

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MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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