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HORIZON ASSET MANAGEMENT, LLC
HORIZON ASSET MANAGEMENT, LLC
HORIZON ASSET MANAGEMENT
BELLEVUE, Washington
·
4 registered advisors
·
CRD# 109613
SEC# 801-57461
800-568-8213
01
Firm Overview
AUM
$74M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HORIZON ASSET MANAGEMENT, LLC
4 registered advisors
Brian Douglas Gawthrop
BELLEVUE, Washington
CRD# 4514776
Holli Ann Lofgren
BELLEVUE, Washington
CRD# 2739272
Katie Ann Holmes
BELLEVUE, Washington
CRD# 5542335
Larry Robert Meyer
BELLEVUE, Washington
CRD# 1783554
05
Office Locations
BELLEVUE, Washington
4 advisors
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Data sourced from SEC Form ADV filings. HORIZON ASSET MANAGEMENT, LLC (CRD# 109613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.