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⚲
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| Financial Horizons Inc
✚
| |
|---|---|
| CRD # | 110741 |
| SEC # | 801-10905 |
| CIK # | 0001573681 |
| AUM | $161.3 MM (2024-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 818-505-9313 |
| Address | 4415 Forman Avenue Toluca Lake, CA 91602-2504 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 1.3 | |
| MSFT | 1,918.2 | 1.1 | |
| AAPL | 2,382.8 | 1.0 | |
| AMZN | 1,093.0 | 0.7 | |
| GOOGL | 1,475.1 | 0.6 | |
| AVGO | 201.3 | 0.5 | |
| META | 434.9 | 0.4 | |
| TSLA | 723.4 | 0.3 | |
| LLY | 301.8 | 0.2 | |
| AMD | 131.5 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 14.9 |
| (b) Individuals (high net worth individuals) | 7 | 114.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 31.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 161.3 |
| By Discretionary | ||
| Discretionary | 25 | 161.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 161.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.3 | |
| Total | 25 | 161.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001573681] |
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|---|---|---|
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