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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Horizons Inc
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|---|---|
| CRD # | 110741 |
| SEC # | 801-10905 |
| CIK # | 0001573681 |
| AUM | $163.7 M (2025-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 818-505-9313 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alibaba Group Holding Ltd | 0.1 | ||
| Baidu Inc | 0.1 | ||
| Wells Fargo & Co/MN | 0.1 | ||
| Vipshop Holdings Ltd | 0.1 | ||
| CVS Caremark Corp | 0.1 | ||
| JDcom Inc | 0.1 | ||
| Walt Disney Co | 0.1 | ||
| Pfizer Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 7.3 |
| (b) Individuals (high net worth individuals) | 10 | 122.5 |
| (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 | 33.9 |
| (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 | 17 | 163.7 |
| By Discretionary | ||
| Discretionary | 17 | 163.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 163.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.7 | |
| Total | 17 | 163.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001573681] |
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