Gregory Horn, financial advisor Blue Bell PA

Gregory Horn

CRD Number: 1186796
Current Firm: Dakota Wealth, LLC

Gregory Horn (CRD# 1186796) is an Investment Advisor Representative working at Dakota Wealth, LLC in Blue Bell, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Dakota Wealth, LLC Blue Bell, PA Jul 2021 - Current 2
Persimmon Capital Management, LP Blue Bell, PA Dec 1999 - Jul 2021 21
Alphahedge Capital Partners, LLC Blue Bell, PA Aug 2011 - May 2017 5

Gregory Horn has no recent exams reported.
By the Numbers
  • Total Assets Under Management
    5,334
    MILLIONS
  • Total Number of Accounts
    9,720
    ACCOUNTS
  • Average Account Value
    $548,779
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

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