|
⚲
|
| Horizon Advisors LLC
✚
|
|
|---|---|
| CRD # | 114102 |
| SEC # | 801-61731 |
| CIK # | |
| AUM | $406.9 M (2025-02-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 713-748-7000 |
| Address | 2603 Augusta Houston, TX 77057 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 26.5 |
| (b) Individuals (high net worth individuals) | 83 | 367.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 10.4 |
| (n) Other | 0 | 0.0 |
| Total | 801 | 406.9 |
| By Discretionary | ||
| Discretionary | 549 | 335.3 |
| Non-Discretionary | 252 | 71.6 |
| Total | 801 | 406.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 403.2 | |
| Total | 801 | 406.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.4 |
|
Kades & Cheifetz LLC
✚
|
PA | 0.4 |
|
Obsidian Personal Planning Solutions LLC
✚
|
MD | 0.4 |
|
Cherrydale Wealth Management LLC
✚
|
NJ | 0.4 |
|
Branson Fowlkes & Co Inc
✚
|
TX | 0.4 |
|
Meridiana MFO LLC
✚
|
FL | 0.4 |
|
Asset Planning Corporation
✚
|
TN | 0.4 |
|
Spartan Wealth Advisory Services LLC
✚
|
MI | 0.4 |
|
Fidato Wealth LLC
✚
|
OH | 0.4 |
|
Mitchell & PAHL Private Wealth LLC
✚
|
OK | 0.4 |