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Mark Alan Congdon

HORIZON ADVISORY SERVICES, INC.·WEST HENRIETTA, New York
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5582 W. HENRIETTA RD., WEST HENRIETTA, NY 14586CRD# 1619131Firm CRD# 305239
01

About

Mark Alan Congdon is a registered financial advisor based in WEST HENRIETTA, New York, affiliated with HORIZON ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HORIZON ADVISORY SERVICES, INC.
HORIZON FINANCIAL
AUM
$423M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HORIZON ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1619131
Firm CRD# 305239
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Alan Congdon offer?
Mark Alan Congdon specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WEST HENRIETTA, New York for a consultation.
What are Mark Alan Congdon's credentials?
Mark Alan Congdon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Alan Congdon located?
Mark Alan Congdon is based in WEST HENRIETTA, New York, working with HORIZON ADVISORY SERVICES, INC.. Their office serves clients in the WEST HENRIETTA metropolitan area and surrounding communities.
How does Mark Alan Congdon charge for services?
Mark Alan Congdon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HORIZON ADVISORY SERVICES, INC.?
HORIZON ADVISORY SERVICES, INC. has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST HENRIETTA
Daniel Lew — DSS WEALTH MANAGEMENT, INC.Michael Roger Congdon — HORIZON ADVISORY SERVICES, INC.Kenneth Stephen Blazick — HORIZON ADVISORY SERVICES, INC.Carrie Beth Sigler — HORIZON ADVISORY SERVICES, INC.Frank D Heuszel — DSS WEALTH MANAGEMENT, INC.
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