Horizon Investments


Trust Score 97%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Horizon Investments, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 20 advisors. Horizon Investments manages $3.7 billion and provides investment advisory services for 2,156 clients (1:108 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $25,000
Average Client Balance $1,718,883
Hybrid Advisor No
Disciplinary History No
Total AUM $3.7 billion
Advisor / Client Ratio 1:108
Headquarters Charlotte, NC
SEC Filings Forms and Brochures    (CRD # 109552)
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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