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Horizon Advisory Services, Inc.

● SEC registered since 2019CRD 305239SEC# 801-117343West Henrietta, NY
Export (members)
Reg. AUM
$455.8M
Employees
11
Accounts
1,523
Location
West Henrietta, NY

Horizon Advisory Services, Inc. assets under management

Horizon Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in West Henrietta, NY. The firm has been registered since 2019. It reports $455.8 million in regulatory assets under management and employs 11 people.

Horizon Advisory Services, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Kenneth Stephen Blazick ControlChief Investment OfficerUnder 5%2019
Mark Alan Congdon ControlPresident, Owner50-75%2019
Michael R. Congdon ControlChief Compliance Officer, Chief Executive Officer, Owner10-25%2019
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Frequently asked questions

How much does Horizon Advisory Services, Inc. manage?

Horizon Advisory Services, Inc. reports $455.8 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Advisory Services, Inc. have?

Horizon Advisory Services, Inc. reports 11 employees.

Where is Horizon Advisory Services, Inc. located?

Horizon Advisory Services, Inc. is based in West Henrietta, NY and has been SEC-registered since 2019.

Does Horizon Advisory Services, Inc. disclose fund performance?

Horizon Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5582 W. Henrietta Rd., West Henrietta, NY 14586
Phone585-334-3600
Fax585-334-5011
Office hours8:00 - 5:00
SEC regionNew York Regional Office (NYRO)
CIK1799006
Discloses disciplinary historyNo

Assets under management

Discretionary$455.8M
Non-discretionary$0
Total (RAUM)$455.8M