HORIZON FINANCIAL SERVICES, LLC

3880 Vest Mill Rd.
Suite 100
Winston Salem, North Carolina 27103
Tel: 336-659-7060

About HORIZON FINANCIAL SERVICES, LLC

HORIZON FINANCIAL SERVICES, LLC, formally registered with the SEC as HORIZON FINANCIAL SERVICES, LLC. The firm was established in 08/06/2018. They have over 2 offices throughout the country.

HORIZON FINANCIAL SERVICES, LLC is a Winston Salem, North Carolina based Financial Planning firm with nearly $177,764,684 assets under management, offering retirement planning & investment advisory services to 1073 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158798
SEC#	801-113778
Assets Managed by Firm	$177,764,684
No. of Clients	1073
No. of Advisors	8

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1073	$177,764,684
Individuals (other than high net worth individuals)	228	$54,683,352
High net worth individuals	140	$122,858,628
Charitable organizations	2	$187,449
Corporations or other businesses	1	$35,255

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