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HORIZON POINT WEALTH MANAGEMENT, LLC
HORIZON POINT WEALTH MANAGEMENT, LLC
LIVINGSTON, New Jersey
·
1 registered advisor
·
CRD# 146712
SEC# 801-70294
973-251-2622
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HORIZON POINT WEALTH MANAGEMENT, LLC
1 registered advisor
Dennis John Mojares
LIVINGSTON, New Jersey
CRD# 2429489
05
Office Locations
LIVINGSTON, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. HORIZON POINT WEALTH MANAGEMENT, LLC (CRD# 146712) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.