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HORIZON ADVISORY SERVICES, INC.
HORIZON ADVISORY SERVICES, INC.
HORIZON FINANCIAL
WEST HENRIETTA, New York
·
4 registered advisors
·
CRD# 305239
SEC# 801-117343
0
585-334-3600
01
Firm Overview
AUM
$423M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at HORIZON ADVISORY SERVICES, INC.
4 registered advisors
Carrie Beth Sigler
WEST HENRIETTA, New York
CRD# 5019385
Kenneth Stephen Blazick
WEST HENRIETTA, New York
CRD# 5503456
Mark Alan Congdon
WEST HENRIETTA, New York
CRD# 1619131
Michael Roger Congdon
WEST HENRIETTA, New York
CRD# 5497417
05
Office Locations
WEST HENRIETTA, New York
4 advisors
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Data sourced from SEC Form ADV filings. HORIZON ADVISORY SERVICES, INC. (CRD# 305239) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.