Claim Profile
GH

Gregory Scott Horn

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 1186796Firm CRD# 297987
01

About

Gregory Scott Horn is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with DAKOTA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DAKOTA WEALTH, LLC
DAKOTA WEALTH, LLC
AUM
$6.1B
Regulatory assets under management
Employees
84
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1186796
Firm CRD# 297987
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gregory Scott Horn offer?
Gregory Scott Horn specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Gregory Scott Horn's credentials?
Gregory Scott Horn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Scott Horn located?
Gregory Scott Horn is based in PALM BEACH GARDENS, Florida, working with DAKOTA WEALTH, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Gregory Scott Horn charge for services?
Gregory Scott Horn's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAKOTA WEALTH, LLC?
DAKOTA WEALTH, LLC has approximately 84 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty