|
⚲
|
| Keyboard |
| Horizons Sustainable Financial Services Inc
✚
|
|
|---|---|
| CRD # | 164970 |
| SEC # | 801-120599 |
| CIK # | |
| AUM | 151.2 M (2026-01-14) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 505-982-9661 |
| Address | 535 Cerrillos Road Santa Fe, NM 87501 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 25.6 |
| (b) Individuals (high net worth individuals) | 101 | 124.9 |
| (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 | 0.7 |
| (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 | 314 | 151.2 |
| By Discretionary | ||
| Discretionary | 312 | 150.8 |
| Non-Discretionary | 2 | 0.3 |
| Total | 314 | 151.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.2 | |
| Total | 314 | 151.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cramer & Rauchegger Inc
✚
|
FL | 151.4 M |
|
Skyliner Wealth LLC
✚
|
OR | 151.4 M |
|
Greenway Financial LLC
✚
|
MI | 151.4 M |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 151.3 M |
|
Convexitas LLC
✚
|
IL | 151.3 M |
|
Sunrise Financial Services LLC
✚
|
WA | 151.2 M |
|
Outbound Financial Inc
✚
|
CO | 151.2 M |
|
Omicron Advisors LLC
✚
|
PA | 151.2 M |
|
Renaissance Holdings LLC
✚
|
MS | 150.9 M |
|
KUHN Wealth Management Inc
✚
|
IL | 150.8 M |