| Name | Title | Ownership | Since |
|---|---|---|---|
| James T. Adams Control | President, Ceo, Chief Compliance Officer | Over 75% | 1975 |
| Ursula Edith Lenz | Secretary | Under 5% | 2017 |
Financial Horizons, Inc. reports $163.7 million in regulatory assets under management on its Form ADV.
Financial Horizons, Inc. reports 1 employees.
Financial Horizons, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 818 505-9313 |
| Fax | 818 505-0399 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $163.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $163.7M |