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Building 2HORIZON INVESTMENT SERVICES, LLC.

Map pinHAMMOND, IN
Phone219-852-3215
NotebookSEC #801-63047
Total AUM
$363.8M
Employees
14
Clients
334

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7412 CALUMET AVE
HAMMOND
IN 46324-2692
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
219-852-3215

ReceiptFinancials

Total AUM
$363.8M
Accounts
568
Discretionary
$363.8M
Accounts
568
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
251
AUM
$125.1M
HNW Individual Clients
67
AUM
$206.4M
Investment Advisor Clients
10
AUM
$3.8M
Corporation or Business Clients
6
AUM
$28.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CREATE PRODUCTS FOR SPONSORS OF UIT PRODUCTS AND VARIOUS INDICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINLAMINCNHNJNYOHSCTNTXVAWAWI

HandshakeAffiliates

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

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