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NINETY WEST GLOBAL WEALTH
HORIZON FINANCIAL PLANNING LLC
CRD 300614
318 HARRISON AVE, 1ST FLOOR, NEW ORLEANS, LA, 70124, United States
Phone
(504) 822-6083
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.6M
Discretionary AUM
$6.6M
Team
1 total employees; 1 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD