Investment adviser · CRD 321088
HORIZON FINANCIAL
Investment adviser filing (IA)
HORIZON FINANCIAL MANAGEMENT INC.
SEWARD, NE, United States · Form ADV filed Nov 28, 2022
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
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: Nov 28, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
418 SEWARD ST.SEWARD, NE, 68434, United States
CRD 321088
Filing source
Form ADV 1676300 · Nov 28, 2022 · 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.