Kingston Horizon Advisors LLC
RIAState Registered
Total AUM
$103K
Discretionary
$103K
100% of AUM
Avg account
$103K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332998
- Website
- www.kingstonhorizon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kingston Horizon Advisors LLC is a small, individually owned limited liability company that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges both a percentage of assets under management and fixed fees. It is not positioned as a multi-state adviser, does not describe itself as an active ESG investor, and is not identified as a capital allocator or related adviser in the available data.
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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