Horizon Asset Management

Horizon Asset Management (CRD# 109613) is a financial advisory firm headquartered in Sanford, NC. They manage $56,635,815 in 131 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $432,334
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MT, NV, WA

Financial Advisors at Horizon Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Holli A. Howatson
CRD#: 2739272
Roy, WA
93
Wealthminder
score

Holli Howatson (CRD# 2739272) is an Investment Advisor Representative working at Horizon Asset Management in Roy, WA and has over 20 years of experience in the finance industry.

2
Larry R. Meyer
CRD#: 1783554
Roy, WA
93
Wealthminder
score

Larry Meyer (CRD# 1783554) is an Investment Advisor Representative working at Horizon Asset Management in Roy, WA and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.