Horizon Financial Services, LLC
Firm details
- Headquarters
- Winston Salem, North Carolina
- CRD number
- 158798
- Registered since
- August 6, 2018
- Website
- www.horizonfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.98%
- Individuals40.15%
- Pension & Profit Sharing Plans0.81%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Horizon Financial Services, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves both individual/family and institutional clients and functions as a capital allocator, offering a mix of percentage-of-AUM, hourly, and fixed-fee engagement models. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, pension consulting services, and educational seminars and workshops. Horizon does not position itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Investment Grade Corp Bonds7%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$463M in ETFs
94%
$435M
6%
$28.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $23.4M | 190,141 | 5.06% |
Location
Winston Salem, NC
Forsyth
Location
Winston Salem, NC
Headquartered in Winston Salem, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Forsyth
- Address
- 3880 Vest Mill Rd
- Time zone
- ET (UTC-5)
- Office locations
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