Horizon Investments Llc

Horizon Investments Llc

Charlotte, North Carolina

4.0

4 Reviews

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...see more

Assets Under Mgmt

$3.82B

Investment Professionals

16

Locations

0

% 401K & Individual

6%

% Discretionary

94%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other: CONSULT FOR OTHER FINANCIAL PROFESSIONALS

Reviews for Horizon Investments Llc

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