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Building 2HORIZON FINANCIAL

Map pinWEST HENRIETTA, NY
Phone585-334-3600
NotebookSEC #801-117343
Total AUM
$510.2M
Employees
9
Clients
734

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5582 W. HENRIETTA RD.
WEST HENRIETTA
NY 14586
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
585-334-3600

ReceiptFinancials

Total AUM
$510.2M
Accounts
1,585
Discretionary
$510.2M
Accounts
1,585
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
614
AUM
$276.6M
HNW Individual Clients
120
AUM
$233.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMDNCNHNYPASCTXVA

HandshakeAffiliates

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

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