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Horizons Sustainable Financial Services, Inc.

● SEC registered since 2021CRD 164970SEC# 801-120599Santa Fe, NM
Export (members)
Reg. AUM
$131.9M
Employees
7
Accounts
714
Location
Santa Fe, NM

Horizons Sustainable Financial Services, Inc. assets under management

Horizons Sustainable Financial Services, Inc. operates as an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2021. It reports $131.9 million in regulatory assets under management and employs 7 people.
www.facebook.com/horizonssustainablefinancialservicesView on SEC.gov ↗

Horizons Sustainable Financial Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Johann Albert Klaassen ControlPresident/President/Principal Shareholder/Chief Compliance Officer50-75%2023

Frequently asked questions

How much does Horizons Sustainable Financial Services, Inc. manage?

Horizons Sustainable Financial Services, Inc. reports $131.9 million in regulatory assets under management on its Form ADV.

How many employees does Horizons Sustainable Financial Services, Inc. have?

Horizons Sustainable Financial Services, Inc. reports 7 employees.

Where is Horizons Sustainable Financial Services, Inc. located?

Horizons Sustainable Financial Services, Inc. is based in Santa Fe, NM and has been SEC-registered since 2021.

Does Horizons Sustainable Financial Services, Inc. disclose fund performance?

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

Contact & registration

Address535 Cerrillos Road, Suite A2, Santa Fe, NM 87501
Phone505-982-9661
Office hours9a.m. - 4p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$131.5M
Non-discretionary$406K
Total (RAUM)$131.9M