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Building 2HORIZON WEALTH ADVISORS

Map pinHOUSTON, TX
Phone713-748-7000
NotebookSEC #801-61731
Total AUM
$451.4M
Employees
4
Clients
199

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2603 AUGUSTA
SUITE 1400
HOUSTON
TX 77057
United States
Operating Hours
8:30 TO 5:00 CST
Monday - Friday
Phone
713-748-7000

ReceiptFinancials

Total AUM
$451.4M
Accounts
869
Discretionary
$382.2M
Accounts
574
Non-Discretionary
$69.2M
Accounts
295

ContactClients

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Individual Clients
96
AUM
$30.4M
HNW Individual Clients
94
AUM
$415.5M
Charitable Organization Clients
2
AUM
$2.2M
Corporation or Business Clients
7
AUM
$3.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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