Investment adviser · CRD 109613
HORIZON ASSET MANAGEMENT
Investment adviser filing (IA)
HORIZON ASSET MANAGEMENT, LLC
BELLEVUE, WA, United States · Form ADV filed Jun 20, 2012
- Regulatory AUM
- $73.5M Form ADV · Item 5.F
- Client accounts
- 142 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 20, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11120 NE 2ND STREET, SUITE 200BELLEVUE, WA, 98004, United States
CRD 109613
Filing source
Form ADV 654410 · Jun 20, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.