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HORIZON FINANCIAL ADVISORS, LLC
CRD 127215
16 ARAPAHOE ROAD, WEST HARTFORD, CT, 06107, United States
Phone
860-471-8323 X101
Fax
860-471-8337
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-09-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 42 | $17.5M |
| Pension/profit sharing plans | 2 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD