Horizon Investments LLC, headquartered in Charlotte, NC, is a reputable local investment advisory firm specializing in managing assets for individual clients and employers. With a team of 72 dedicated professionals, including 16 experienced investment advisors, they offer expert financial guidance and portfolio management services. The firm boasts an impressive average of $80,480,000 in assets under management per investment advisor, aligning with the industry average.
Horizon Investments LLC serves a diverse client base, with over 1,560 individual clients and a substantial $3,816,815,000 in assets under management. While less th...
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Assets Under Mgmt
$3.82B
Investment Professionals
16
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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