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HORIZONS PLANNING CORPORATION
CRD 115179
250 W. EISENHOWER PKWY., SUITE 140, ANN ARBOR, MI, 48103, United States
Phone
734-761-3155
Fax
734-761-5078
Registration
— (—)
Source
State registered
Total AUM
$87.9M
Discretionary AUM
$87.9M
Team
4 total employees; 4 advisory reps; 120 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingMarket timingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $68.5M |
| High net worth individuals | 5 | $13.2M |
| Charitable organizations | 2 | $3.4M |
| Corporations/business entities | 1 | $2.8M |
All web addresses on file
Official SEC filing: View on IAPD