Assets Under Management
$5.4B
Number of Clients
1,481
Number of Advisors
23
Average Client AUM
$3.6M
AUM per Advisor
$232.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Horizon Investments, established in 1995, offers investment advisory services as a primary adviser, sub-adviser, and wrap program manager. They manage client accounts using asset allocation strategies and serve various clients through financial intermediaries and directly. Horizon also provides services for retirement plans and manages mutual funds and ETFs.
6210 Ardrey Kell Road, Ste 300, Charlotte, NC, 28277