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| Happy Holidays!! thanks for using AUM13F!! |
| Horizon Advisory Services Inc
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| CRD # | 305239 |
| SEC # | 801-117343 |
| CIK # | 0001799006 |
| AUM | $455.8 M (2025-07-25) |
| Employees | 11 (100% Investors, 55% Brokers) |
| Phone | 585-334-3600 |
| Address | 5582 W Henrietta Rd West Henrietta, NY 14586 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001799006 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| NBT Bancorp Inc | 1.4 | ||
| Silversun Technologies Inc | 0.7 | ||
| Jabil Circuit Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| International Business Machines Corp | 0.4 | ||
| Altria Group Inc | 0.4 | ||
| Apple Inc | 0.4 | ||
| Berkley W R Corp | 0.4 | ||
| Trimble Navigation Ltd /CA/ | 0.4 | ||
| Prudential Financial Inc | 0.4 | ||
| Synchrony Financial | 0.4 | ||
| Loews Corp | 0.4 | ||
| Raymond James Financial Inc | 0.4 | ||
| UAL Corp /DE/ | 0.3 | ||
| Cincinnati Financial Corp | 0.3 | ||
| Hartford Financial Services Group Inc/DE | 0.3 | ||
| Exxon Mobil Corp | 0.3 | ||
| Marathon Petroleum Corp | 0.3 | ||
| Steel Dynamics Inc | 0.3 | ||
| PulteGroup Inc/MI/ | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 615 | 238.1 |
| (b) Individuals (high net worth individuals) | 124 | 217.7 |
| (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 | 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 | 1,523 | 455.8 |
| By Discretionary | ||
| Discretionary | 1,523 | 455.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,523 | 455.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.8 | |
| Total | 1,523 | 455.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799006] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
XCEL Wealth Management LLC
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|
FL | 0.5 |
|
Tactive Advisors LLC
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|
FL | 0.5 |
|
Cypress Capital Partners LLC
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IL | 0.5 |
|
RIA Advisory Group LLC
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IA | 0.5 |
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Strathmore Capital Advisors Inc
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NC | 0.5 |
|
Integrated Financial Strategies LLC
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|
FL | 0.5 |
|
Financial Designs Corporation
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|
CA | 0.5 |
|
Quantitative Process LLC
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|
NC | 0.5 |
|
The Cavanaugh Group Inc
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|
SC | 0.5 |
|
Peak Financial Management Inc
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|
MA | 0.5 |