HORIZON WEALTH GROUP, LLC.
CRD #144712 SEC #801-68236 SAN RAMON, CA 925-244-6600
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 14, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| AGAHI, SEAN, HOOMAN | I | PRESIDENT | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| LUIPPOLD, JAMES, BLAIR | I | COO | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
| ORTALE, ANTHONY, ROD | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jan 14, 2008 REGISTERED
Notice Filings (2)
CA TX
Address
12647 ALCOSTA BLVD.SUITE 135
SAN RAMON, CA 94583
USA
Phone: 925-244-6600