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EAST HORIZON INVESTMENTS
EAST HORIZON INVESTMENTS LLC
CRD 158364
ONE BROADWAY, 14TH FLOOR, CAMBRIDGE, MA, 02142, United States
Phone
617 4012704
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$63.5M
Discretionary AUM
$63.5M
Team
2 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $3.0M |
| High net worth individuals | 17 | $53.1M |
All web addresses on file
Official SEC filing: View on IAPD