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HORIZON FINANCIAL

HORIZON ADVISORY SERVICES, INC.

CRD 305239 · SEC 801-117343

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5582 W. HENRIETTA RD., WEST HENRIETTA, NY, 14586, United States

Phone

585-334-3600

Fax

585-334-5011

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$510.2M

Discretionary AUM

$510.2M

Team

9 total employees; 9 advisory reps

Clients

More than 500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals614$276.6M
High net worth individuals120$233.6M

States served

MD, MA, NY, NC, PA, SC, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD