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Building 2HORAN CAPITAL MANAGEMENT,LLC

Map pinHUNT VALLEY, MD
Phone410-494-4380
NotebookSEC #801-48749
Total AUM
$723.4M
Employees
10
Clients
695

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 WIGHT AVENUE
SUITE 155
HUNT VALLEY
MD 21030
United States
Operating Hours
8:30A.M. TO 4:30P.M.
Monday - Friday
Phone
410-494-4380

ReceiptFinancials

Total AUM
$723.4M
Accounts
1,372
Discretionary
$723.4M
Accounts
1,372
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
433
AUM
$166.1M
HNW Individual Clients
242
AUM
$522.7M
Pension/Profit Sharing Plan Clients
11
AUM
$20M
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
8
AUM
$10.8M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAHIILKSMAMDMINCNJNVNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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