Horizon Financial
Horizon Financial is an SEC-registered mass-market adviser in West Henrietta, NY with $510.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Horizon Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305239, SEC 801-117343, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $510.2M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- West Henrietta, NY
- Employees
- 9
- Clients
- 734
- CRD
- 305239
- Ownership
- CONGDON, MARK, ALAN; CONGDON, MICHAEL, ROGER; SIGLER, CARRIE, BETH; BLAZICK, KENNETH, STEPHEN; Congdon, Michael, R.
How much AUM does Horizon Financial have?
Horizon Financial reported $510.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Horizon Financial?
Disclosed owners and executives of Horizon Financial include CONGDON, MARK, ALAN, CONGDON, MICHAEL, ROGER, SIGLER, CARRIE, BETH, BLAZICK, KENNETH, STEPHEN, Congdon, Michael, R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.