Investment adviser · CRD 135432
HORIZONS FINANCIAL GROUP, INC.
Investment adviser filing (IA)
BIRMINGHAM, AL, United States · Form ADV filed Jun 12, 2012
- Regulatory AUM
- $10.5M Form ADV · Item 5.F
- Client accounts
- 40 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 12, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3500 BLUE LAKE DRIVE, SUITE 198BIRMINGHAM, AL, 35243-1971, United States
CRD 135432
Filing source
Form ADV 651867 · Jun 12, 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.