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HORIZON ADVISORY SERVICES, INC.

UUID6c48c92f-cc08-544a-b1c2-6fda1d2bf29a
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 305239 305239 1.0
cik 0001799006 1799006
sec_file_number 801-117343 801-117343

Profile

Websitehttps://www.horizonfinancial.net
HQ CityWEST HENRIETTA
HQ StateNY
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HORIZON FINANCIAL adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)455,756,497.0
  • RAUM (discretionary)455,756,497.0
  • Actionable assets217,653,915.0
  • Accounts1,523.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM217,653,915.0

As of 2025-07-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.