Horizon Investments Review


Trust Score 97%
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Horizon Investments, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 20 advisors. Horizon Investments manages $3.7 billion and provides investment advisory services for 2,167 clients (1:109 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $25,000
Avg Account Balance $1,710,158
Hybrid Advisor No
Disciplinary History No
Total AUM $3.7 billion
Advisor / Client Ratio 1:109
Headquarters Charlotte, NC
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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