Horizon Financial
Horizon Financial (CRD# 305239) is a financial advisory firm headquartered in West Henrietta, NY. They manage $422,810,005 in 1,460 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management423MILLION
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Total Number of Accounts1,460ACCOUNTS
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Average Account Value$289,596
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, NY, PA, SC, TX
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