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Building 2HORNE WEALTH ADVISORS, LLC

Map pinRIDGELAND, MS
Phone601-326-1000
NotebookSEC #801-79957
Total AUM
$251.9M
Employees
7
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 HIGHLAND COLONY PARKWAY
SUITE 400
RIDGELAND
MS 39157
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
601-326-1000
Other Offices
2

ReceiptFinancials

Total AUM
$251.9M
Accounts
581
Discretionary
$251.9M
Accounts
581
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$18.8M
HNW Individual Clients
133
AUM
$226.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
3
AUM
$1.8M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALLAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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