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Building 2FINANCIAL HORIZONS, INC.

Map pin
Phone818 505-9313
NotebookSEC #801-10905
Total AUM
$190M
Employees
1
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
818 505-9313

ReceiptFinancials

Total AUM
$190M
Accounts
14
Discretionary
$190M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
11
AUM
$149.4M
Pension/Profit Sharing Plan Clients
2
AUM
$40.6M
Other Clients
1
AUM
$3.5K
Description of Other Clients
FINANCIAL HORIZONS, MMF

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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