Horizon Investment Services, LLC
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Overview
Horizon Investment Services, LLC operates as a financial advisor firm that has its headquarters in Hammond, Indiana. It controls $224.0 million in assets under management over 549 accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Horizon Investment Services, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets such as stocks, options and bonds.
Horizon Investment Services, LLC oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without needing the customer's consent. The investment advisory firm oversees an average of $408,069 in assets for each customer account. The average advisor at Horizon Investment Services, LLC administers about 92 client accounts.
Horizon Investment Services, LLC's central office is located at 7412 Calumet Ave, Hammond, Indiana 46324-2692. It is permitted to serve investors throughout 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Horizon Investment Services, LLC by the Numbers
$224.0 million
14
549
$408.1 thousand
Fee Structure
Fees charged by financial advisors usually vary depending on which service is provided. However, fees charged by the company likely are comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors, high net worth investors, other investment advisers and corporations. Out of its 549 clients, Horizon Investment Services, LLC's largest client is retail investors, though it also caters to 36 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 13.79%
- Other Individuals - 83.91%
- Corporations - 2.3%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Horizon Investment Services, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Horizon Investment Services, LLC
Delray Beach, FL
Hammond, IN
Hammond, IN
Hammond, IN
Hammond, IN
Hammond, IN
Hammond, IN
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