|
⚲
|
| Keyboard |
| Horizon Investment Services LLC
✚
|
|
|---|---|
| CRD # | 110642 |
| SEC # | 801-63047 |
| CIK # | 0001674020, 0001426940 |
| AUM | 363.8 M (2026-05-11) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 219-852-3215 |
| Address | 7412 Calumet Ave Hammond, IN 46324-2692 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.6 | ||
| World Currency Gold Trust | 2.8 | ||
| Apple Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 125.1 |
| (b) Individuals (high net worth individuals) | 67 | 206.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 3.8 |
| (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 | 28.6 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 363.8 |
| By Discretionary | ||
| Discretionary | 568 | 363.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 568 | 363.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.8 | |
| Total | 568 | 363.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001426940] | |
| 13F-HR | [0001674020] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
My Personal CFO LLC
✚
|
WA | 365.1 M |
|
Kondo Wealth Advisors Inc
✚
|
CA | 365.1 M |
|
Shelton Wealth Management LLC
✚
|
TX | 364.5 M |
|
Invenio Wealth Partners LLC
✚
|
FL | 364.0 M |
|
Croak Asset Management LLC
✚
|
OH | 363.9 M |
|
Decisionmap Wealth Management LLC
✚
|
VA | 363.4 M |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 363.4 M |
|
Leclair Wealth Partners LLC
✚
|
OH | 363.0 M |
|
Riverpath Investments LLC
✚
|
362.9 M | |
|
Motive Wealth Advisors LLC
✚
|
MI | 362.6 M |