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HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD 164970 · SEC 801-120599
535 CERRILLOS ROAD, SUITE A2, SANTA FE, NM, 87501, United States
Phone
505-982-9661
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.2M
Discretionary AUM
$150.8M
Team
7 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $25.6M |
| High net worth individuals | 101 | $124.9M |
States served
AL, CA, CO, NM, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD