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Building 2HORIZON ASSET MANAGEMENT

Map pinBELLEVUE, WA
Phone800-568-8213
NotebookSEC #801-57461
Total AUM
$73.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11120 NE 2ND STREET
SUITE 200
BELLEVUE
WA 98004
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
800-568-8213

ReceiptFinancials

Total AUM
$73.5M
Accounts
142
Discretionary
$71.8M
Accounts
115
Non-Discretionary
$1.7M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MTWA

HandshakeAffiliates

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

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