3880 Vest Mill Rd.
Suite 100
Winston Salem, North Carolina 27103
Tel: 336-659-7060
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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