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Building 2HORIZONS WEALTH MANAGEMENT

Map pinASHEVILLE, NC
Phone828-337-9395
NotebookSEC #801-116722
Total AUM
$258.2M
Employees
4
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
82 PATTON AVE.
SUITE 206
ASHEVILLE
NC 28801
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
828-337-9395
Other Offices
1

ReceiptFinancials

Total AUM
$258.2M
Accounts
653
Discretionary
$258.2M
Accounts
653
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
212
AUM
$74.4M
HNW Individual Clients
69
AUM
$173.5M
Pension/Profit Sharing Plan Clients
5
AUM
$10.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSCTX

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

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