Horizon Investments LLC
Horizon Investments LLC (CRD# 109552) is a financial advisory firm headquartered in Charlotte, NC. They manage $4,466,593,018 in 3,367 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,467MILLION
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Total Number of Accounts3,367ACCOUNTS
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Average Account Value$1,326,579
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Thomas Lyons (CRD# 6806224) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
John Pifer (CRD# 4275797) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 16 years of experience in the finance industry.
Robert Shanahan (CRD# 2822633) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 27 years of experience in the finance industry.
Arvin Shiribabadi (CRD# 6608768) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 6 years of experience in the finance industry.
Bradley Stoehr (CRD# 5289428) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Jason Storjohann (CRD# 2896482) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
Matthew Terry (CRD# 4686572) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 18 years of experience in the finance industry.
Tucker Macmillan (CRD# 7595850) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Gregory Manning (CRD# 7423085) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Shawn Rumsey (CRD# 6514356) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has over 8 years of experience in the finance industry.