RIA · CRD 305239SEC-Registered

Updated:

Horizon Financial

HORIZON FINANCIAL is an SEC-registered investment adviser in WEST HENRIETTA, NY, registered since 2019. The firm manages approximately $510 million in...

Horizon Financial

HORIZON FINANCIAL is an SEC-registered investment adviser in WEST HENRIETTA, NY, registered since 2019. The firm manages approximately $510 million in regulatory assets. It has 9 employees and 9 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs Horizon Financial?

No principals or investment decision-makers are publicly named for Horizon Financial. The firm does not disclose leadership on any known platform or filing (public record).

What is Horizon Financial's investment strategy?

There is no public information about Horizon Financial's asset class focus, stage preferences, or geographic targets. The firm has not published any strategy documents or media commentary (public record).

Does Horizon Financial operate as a single or multi-family office?

The firm's structure is unknown. It is registered as a family office, but no details indicate whether it serves one family or multiple families (public record).

What is the source of wealth behind Horizon Financial?

The origin of the underlying wealth is not publicly disclosed. No family name or industry connection has been reported (public record).

Has Horizon Financial made any recent investments?

No recent investment activity, fund commitments, or direct deals have been recorded in public databases or news reports (public record).

Where is Horizon Financial headquartered?

The firm's headquarters city and country are not publicly listed on any verifiable source (public record).

How can I contact Horizon Financial?

No contact information, including website, email, or phone, appears in public filings or directories (public record).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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