Investment adviser · CRD 119371
HORIZON PLANNING INC.
Investment adviser filing (IA)
· Form ADV filed Apr 5, 2019
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
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: Apr 5, 2019. View historical filings
Reported services
Financial planning
Compensation
Percentage of assets · Hourly
Principal office
CRD 119371
Filing source
Form ADV 1307442 · Apr 5, 2019 · 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.