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Building 2THE HORTON FUND

Map pinPHILADELPHIA, PA
Phone215-399-5417
NotebookSEC #801-118034
Total AUM
$87.4M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1717 ARCH ST, SUITE 3920
PHILADELPHIA
PA 19103
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
215-399-5417

ReceiptFinancials

Total AUM
$87.4M
Accounts
5
Discretionary
$87.4M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$8.4M
Pooled Vehicle Clients
2
AUM
$76.7M
Charitable Organization Clients
1
AUM
$2.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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