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| Horizon Advisory Services Inc
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|---|---|
| CRD # | 305239 |
| SEC # | 801-117343 |
| CIK # | 0001799006 |
| AUM | 510.2 M (2026-06-08) |
| Employees | 9 (100% Investors, 56% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-334-3600 |
| Address | 5582 W Henrietta Rd West Henrietta, NY 14586 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799006 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| NBT Bancorp Inc | 1.5 | ||
| Silversun Technologies Inc | 1.3 | ||
| Conocophillips | 0.6 | ||
| APA Corp | 0.6 | ||
| CF Industries Holdings Inc | 0.5 | ||
| Devon Energy Corp/DE | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| EOG Resources Inc | 0.5 | ||
| Diamondback Energy Inc | 0.5 | ||
| Metropcs Communications Inc | 0.4 | ||
| International Business Machines Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Delta Air Lines Inc | 0.4 | ||
| Arch Capital Group Ltd | 0.4 | ||
| Lululemon Athletica Inc | 0.4 | ||
| Allstate Corp | 0.3 | ||
| Comcast Corp | 0.3 | ||
| Fox Corp | 0.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 614 | 276.6 |
| (b) Individuals (high net worth individuals) | 120 | 233.6 |
| (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 | 0 | 0.0 |
| (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 | 1,585 | 510.2 |
| By Discretionary | ||
| Discretionary | 1,585 | 510.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,585 | 510.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 510.2 | |
| Total | 1,585 | 510.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001799006] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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