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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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