HORIZON INVESTMENTS LLC

6210 Ardrey Kell Road
Ste 300
Charlotte, North Carolina 28277
Tel: 704-544-2399

About HORIZON INVESTMENTS LLC

HORIZON INVESTMENTS LLC, formally registered with the SEC as HORIZON INVESTMENTS LLC. The firm was established in 02/24/2000. They have over 1 offices throughout the country.

HORIZON INVESTMENTS LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $4,466,593,018 assets under management, offering retirement planning & investment advisory services to 3367 clients. The firm is staffed with 74 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109552
SEC#	801-57316
Assets Managed by Firm	$4,466,593,018
No. of Clients	3367
No. of Advisors	74

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Other (CONSULT FOR OTHER FINANCIAL PROFESSIONALS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3367	$4,466,593,018
Individuals (other than high net worth individuals)	1527	$268,066,035
Other investment advisers	1	$235,516,509

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