Horizon Wealth Advisors

Horizon Wealth Advisors (CRD# 114102) is a financial advisory firm headquartered in Houston, TX. They manage $375,277,034 in 762 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2603 Augusta, Suite 1400, Houston, TX 77057
http://www.horizon-advisors.com
By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    762
    ACCOUNTS
  • Average Account Value
    $492,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Horizon Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Colin Lee, financial advisor Houston TX
Colin M. Lee
CRD#: 6403591
2603 Augusta, Suite 1400, Houston, TX 77057

Colin Lee (CRD# 6403591) is an Investment Advisor Representative working at Horizon Wealth Advisors in Houston, TX and has over 9 years of experience in the finance industry.

2
Lawrence Maddox, financial advisor Houston TX
Lawrence E. Maddox
CRD#: 4429364
5851 San Felipe, Suite 700, Houston, TX 77057

Lawrence Maddox (CRD# 4429364) is an Investment Advisor Representative working at Horizon Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.

3
Rebecca McElroy, financial advisor Houston TX
Rebecca J. McElroy
CRD#: 6613571
2603 Augusta, Suite 1400, Houston, TX 77057

Rebecca McElroy (CRD# 6613571) is an Investment Advisor Representative working at Horizon Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.

4
Owen Murray, financial advisor Houston TX
Owen M. Murray
CRD#: 4570241
2603 Augusta, Suite 1400, Houston, TX 77057

Owen Murray (CRD# 4570241) is an Investment Advisor Representative working at Horizon Wealth Advisors in Houston, TX and has over 23 years of experience in the finance industry.

5
Jennifer Youngblood, financial advisor Houston TX
Jennifer M. Youngblood
CRD#: 6978908
2603 Augusta, Suite 1400, Houston, TX 77057

Jennifer Youngblood (CRD# 6978908) is an Investment Advisor Representative working at Horizon Wealth Advisors in Houston, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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