Financial Horizons, Inc.
Financial Horizons, Inc. is an SEC-registered ria with $190.0M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Financial Horizons, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110741, SEC 801-10905, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $190.0M (2026-03-30)
- Firm type
- Ria
- Employees
- 1
- Clients
- 14
- CRD
- 110741
- Ownership
- FINANCIAL HORIZONS, INC.; GRAY, ROBERT; ADAMS, JAMES, T.; GRAY, FAYOLA, M.; LENZ, URSULA, EDITH
How much AUM does Financial Horizons, Inc. have?
Financial Horizons, Inc. reported $190.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Financial Horizons, Inc.?
Disclosed owners and executives of Financial Horizons, Inc. include FINANCIAL HORIZONS, INC., GRAY, ROBERT, ADAMS, JAMES, T., GRAY, FAYOLA, M., LENZ, URSULA, EDITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.