RIA Intelโ€บAdvisersโ€บFINANCIAL HORIZONS, INC.

FINANCIAL HORIZONS, INC.

Advisory

Nยท

Data as of Mar 30, 2026 ยท Source: SEC Form ADV

Total AUM
$190M
1-Year AUM Growth
+1.5%
3-Year CAGR
+1.6%
Employees
1
Assets Under Management
Total AUM$190M
Discretionary AUM$190M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingFeb 28, 2001
Latest FilingMar 30, 2026
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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