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Horizon Financial Services, LLC

● SEC registered since 2018CRD 158798SEC# 801-113778Winston Salem, NC
Export (members)
Reg. AUM
$212.6M
Employees
8
Accounts
1,136
Location
Winston Salem, NC

Horizon Financial Services, LLC assets under management

Horizon Financial Services, LLC operates as an SEC-registered investment adviser based in Winston Salem, NC. The firm has been registered since 2018. It reports $212.6 million in regulatory assets under management and employs 8 people.
www.facebook.com/braishorizonfinancialView on SEC.gov ↗

Horizon Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
John Joseph Brais ControlManaging Member/CcoOver 75%2011

Frequently asked questions

How much does Horizon Financial Services, LLC manage?

Horizon Financial Services, LLC reports $212.6 million in regulatory assets under management on its Form ADV.

How many employees does Horizon Financial Services, LLC have?

Horizon Financial Services, LLC reports 8 employees.

Where is Horizon Financial Services, LLC located?

Horizon Financial Services, LLC is based in Winston Salem, NC and has been SEC-registered since 2018.

Does Horizon Financial Services, LLC disclose fund performance?

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

Contact & registration

Address3880 Vest Mill Rd., Suite 100, Winston Salem, NC 27103
Phone336-659-7060
Fax336-659-7061
Office hoursM-Th 8-4:30; Fri 8-2
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.6M
Non-discretionary$0
Total (RAUM)$212.6M