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HORIZONS FINANCIAL PLANNING
HORIZONS FINANCIAL PLANNING LLC
CRD 308216
3009 N BIG SPRING, MIDLAND, TX, 79705, United States
Phone
432-559-3300
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.7M
Discretionary AUM
$72.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $36.2M |
| High net worth individuals | 4 | $34.5M |
| Corporations/business entities | 2 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD