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HORIZON INVESTMENTS LLC
HORIZON INVESTMENTS LLC
CHARLOTTE, North Carolina
·
8 registered advisors
·
CRD# 109552
SEC# 801-57316
0
704-544-2399
01
Firm Overview
AUM
$4.5B
Regulatory assets under management
Employees
74
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
04
Advisors at HORIZON INVESTMENTS LLC
8 registered advisors
Benjamin Edward Johnson
CHARLOTTE, North Carolina
CRD# 5639045
Danielle Learned
CHARLOTTE, North Carolina
CRD# 5885098
Jeff Joseph Roach
CHARLOTTE, North Carolina
CRD# 5311691
John Noel Drahzal
CHARLOTTE, North Carolina
CRD# 2937289
Joshua Samuel Bartholomew
CHARLOTTE, North Carolina
CRD# 5365788
Kevin Wayne Blocker
CHARLOTTE, North Carolina
CRD# 4486392
Ronald Byron Saba
CHARLOTTE, North Carolina
CRD# 1602012
Scott Evan Ladner
CHARLOTTE, North Carolina
CRD# 3247453
05
Office Locations
CHARLOTTE, North Carolina
8 advisors
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Data sourced from SEC Form ADV filings. HORIZON INVESTMENTS LLC (CRD# 109552) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.