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HORIZON WEALTH ADVISORS
2603 Augusta
Suite 1400
Houston, Texas 77057
Tel: 713-748-7000
About HORIZON WEALTH ADVISORS
HORIZON WEALTH ADVISORS, formally registered with the SEC as HORIZON WEALTH ADVISORS. The firm was established in 01/15/2003. They have over 1 offices throughout the country.
HORIZON WEALTH ADVISORS is a Houston, Texas based Financial Planning firm with nearly $406,916,631 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114102 |
| SEC# | 801-61731 |
| Assets Managed by Firm | $406,916,631 |
| No. of Clients | 801 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 801 | $406,916,631 |
| Individuals (other than high net worth individuals) | 87 | $26,522,934 |
| High net worth individuals | 83 | $367,673,691 |
| Charitable organizations | 2 | $2,355,086 |
| Corporations or other businesses | 6 | $10,364,920 |
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