|
⚲
|
| Horizon Advisors LLC
✚
| |
|---|---|
| CRD # | 114102 |
| SEC # | 801-61731 |
| CIK # | |
| AUM | $375.3 MM (2024-03-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 713-748-7000 |
| Address | 2603 Augusta Houston, TX 77057 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 26.3 |
| (b) Individuals (high net worth individuals) | 74 | 335.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.0 |
| (h) Charitable organizations | 2 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 762 | 375.3 |
| By Discretionary | ||
| Discretionary | 529 | 306.4 |
| Non-Discretionary | 233 | 68.9 |
| Total | 762 | 375.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 372.9 | |
| Total | 762 | 375.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Adirondack Financial Services Corp
✚
|
NY | 0.4 |
|
Clear Creek Wealth Management LLC
✚
|
CO | 0.4 |
|
BCGM Wealth Management LLC
✚
|
IN | 0.4 |
|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.4 |
|
Meridiana MFO LLC
✚
|
FL | 0.4 |
|
BNA Wealth Inc
✚
|
SC | 0.4 |
|
Astoria Strategic Wealth Inc
✚
|
TX | 0.4 |
|
My Legacy Advisors LLC
✚
|
OR | 0.4 |
|
ACT Advisors LLC
✚
|
NC | 0.4 |