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 $3,816,815,479 assets under management, offering retirement planning & investment advisory services to 3414 clients. The firm is staffed with 72 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109552
SEC#	801-57316
Assets Managed by Firm	$3,816,815,479
No. of Clients	3414
No. of Advisors	72

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment

Firm Client Information

	No. of Clients	AUM
Firm Total	3414	$3,816,815,479
Individuals (other than high net worth individuals)	1561	$225,332,577
Other investment advisers	1	$218,092,908

Inquire with HORIZON INVESTMENTS LLC

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