Horizon Wealth Advisors
Firm details
- Headquarters
- ,
- CRD number
- 148338
- Registered since
- June 24, 2015
- Website
- horizonwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI64.5%
- Individuals33.02%
- Pension & Profit Sharing Plans2.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Horizon Wealth Advisors is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory mandate includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Horizon charges a mix of percentage-of-AUM fees, fixed fees, and commissions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities60%
- Non-Exchange Traded Equities20%
- Public Funds/Mutual Funds10%
- State & Local Bonds8%
- US Government Bonds2%
Owners & executives
1 of 1Nicholas Drizos
Chief Compliance OfficerCRD 2254426
Contacts
3 of 6
Dwight Pendola
Investment Advisor RepresentativeCRD 5419103
Elizabeth Wilson
Investment Advisor RepresentativeCRD 1580513
Nicholas Drizos
President & Portfolio ManagerCRD 500632
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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