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HORIZON FINANCIAL SERVICES, LLC
CRD 158798 · SEC 801-113778
3880 VEST MILL RD., SUITE 100, WINSTON SALEM, NC, 27103, United States
Phone
336-659-7060
Fax
336-659-7061
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.4M
Discretionary AUM
$262.4M
Team
8 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 297 | $105.4M |
| High net worth individuals | 94 | $154.8M |
| Pension/profit sharing plans | 2 | $2.1M |
| Charitable organizations | 1 | $146K |
| Corporations/business entities | 1 | $35 |
States served
NY, NC, SC, TX, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/BRAISHORIZONFINANCIAL/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/3304632?TRK=VSRP_COMPANIES_CLUSTER_NAME&TRKINFO=VSRPSEARCHID%3A214416421455222456849%2CVSRPTARG
- HTTP://WWW.HORIZONFS.COM
- https://www.youtube.com/channel/UCR06gAN5ME5E1ZlqyZHvnPw/videos
- https://www.instagram.com/triadhorizonfinancialservices/
Official SEC filing: View on IAPD