Horizon Asset Management LLC

Horizon Asset Management LLC (CRD# 106096) is a financial advisory firm headquartered in New York, NY. They manage $3,642,680,379 in 3,274 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,643
    MILLION
  • Total Number of Accounts
    3,274
    ACCOUNTS
  • Average Account Value
    $1,112,609
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Horizon Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Bregman
CRD#: 2568218
470 Park Avenue South, 4th Floor South, New York, NY 10016
93
Wealthminder
score

Steven Bregman (CRD# 2568218) is an Investment Advisor Representative working at Horizon Asset Management LLC in New York, NY and has over 22 years of experience in the finance industry.

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