HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

535 Cerrillos Road
Suite A2
Santa Fe, New Mexico 87501
Tel: 505-982-9661

About HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC, formally registered with the SEC as HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. The firm was established in 03/25/2021. They have over 4 offices throughout the country.

HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. is a Santa Fe, New Mexico based Financial Planning firm with nearly $134,076,856 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164970
SEC#	801-120599
Assets Managed by Firm	$134,076,856
No. of Clients	740
No. of Advisors	5

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

Firm Client Information

	No. of Clients	AUM
Firm Total	740	$134,076,856
Individuals (other than high net worth individuals)	259	$50,129,831
High net worth individuals	80	$83,062,723
Charitable organizations	6	$884,302

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