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Building 2HORIZON FINANCIAL SERVICES, LLC

Map pinWINSTON SALEM, NC
Phone336-659-7060
NotebookSEC #801-113778
Total AUM
$262.4M
Employees
8
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3880 VEST MILL RD.
SUITE 100
WINSTON SALEM
NC 27103
United States
Operating Hours
M-TH 8-4:30; FRI 8-2
MON-TH 8-4:30; FRI 8-2
Phone
336-659-7060
Other Offices
1

ReceiptFinancials

Total AUM
$262.4M
Accounts
1,203
Discretionary
$262.4M
Accounts
1,203
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
297
AUM
$105.4M
HNW Individual Clients
94
AUM
$154.8M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M
Charitable Organization Clients
1
AUM
$146.1K
Corporation or Business Clients
1
AUM
$35

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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