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NINETY WEST GLOBAL WEALTH

HORIZON FINANCIAL PLANNING LLC

CRD 300614

Visit website

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

TypeClientsAUM
Individuals25$4.2M

All web addresses on file

Official SEC filing: View on IAPD