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| Keyboard |
| Financial Horizons Inc
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|---|---|
| CRD # | 110741 |
| SEC # | 801-10905 |
| CIK # | 0001573681 |
| AUM | 190.0 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 11 | 149.4 |
| (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 | 40.6 |
| (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 | 1 | 0.0 |
| Total | 14 | 190.0 |
| By Discretionary | ||
| Discretionary | 14 | 190.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 190.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.0 | |
| Total | 14 | 190.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001573681] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bowen Financial Services LLC
✚
|
VA | 191.0 M |
|
Wisdom Wealth Strategies LLC
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|
Vanguard Capital Wealth Advisors LLC
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|
CO | 190.4 M |
|
MJC Advisors LLC
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|
190.3 M | |
|
Blueprint Wealth Management Inc
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|
MD | 190.0 M |
|
Pacific Value LLC
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|
ID | 190.0 M |
|
HARA Capital LLC
✚
|
189.1 M | |
|
CFS Wealth Management LLC
✚
|
GA | 189.1 M |
|
ELM3 Financial Group LLC
✚
|
GA | 189.0 M |
|
Bledsoe Asset Management LLC
✚
|
AZ | 189.0 M |