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).

Current Firm Details
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277
https://www.horizoninvestments.com
By the Numbers
  • Total Assets Under Management
    4,467
    MILLION
  • Total Number of Accounts
    3,367
    ACCOUNTS
  • Average Account Value
    $1,326,579
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Horizon Investments LLC
Showing 21 - 21 of 21 top financial advisors.
21
Jacob Silverstein, financial advisor Charlotte NC
Jacob L. Silverstein
CRD#: 7595741
6210 Ardrey Kell Road, Ste 300, Charlotte, NC 28277

Jacob Silverstein (CRD# 7595741) is an Investment Advisor Representative working at Horizon Investments LLC in Charlotte, NC and has 1 year of experience in the finance industry.

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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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