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Building 2HORIZON WEALTH ADVISORS

Map pin
Phone941-362-0161
NotebookSEC #801-100378
Total AUM
$235M
Employees
7
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM TO 5PM
Monday - Friday
Phone
941-362-0161
Other Offices
2

ReceiptFinancials

Total AUM
$235M
Accounts
644
Discretionary
$231.4M
Accounts
621
Non-Discretionary
$3.6M
Accounts
23

ContactClients

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Individual Clients
496
AUM
$77.6M
HNW Individual Clients
71
AUM
$151.6M
Pension/Profit Sharing Plan Clients
15
AUM
$5.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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