1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HORIZON INVESTMENTS LLC

Map pinCHARLOTTE, NC
Phone704-544-2399
NotebookSEC #801-57316
Total AUM
$8.5B
Employees
76
Clients
1,467

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6210 ARDREY KELL ROAD
STE 300
CHARLOTTE
NC 28277
United States
Operating Hours
9 TO 5
Monday - Friday
Phone
704-544-2399

ReceiptFinancials

Total AUM
$8.5B
Accounts
1,467
Discretionary
$8.3B
Accounts
1,466
Non-Discretionary
$186.7M
Accounts
1

ContactClients

View more in analytics →

Individual Clients
1,438
AUM
$538.5M
Investment Company Clients
26
AUM
$7.7B
Pooled Vehicle Clients
2
AUM
$32.1M
Investment Advisor Clients
1
AUM
$186.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULT FOR OTHER FINANCIAL PROFESSIONALS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account