HORIZON POINT WEALTH MANAGEMENT, LLC
CRD #146712 SEC #801-70294 LIVINGSTON, NJ 973-251-2622
SEC Registered
Total AUM
$34.6M
Discretionary
$12.7M
Employees
1
Clients
0
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $34.6M | $12.7M | $21.9M | 1 | 26 |
| Mar 2012 | $34.6M | $12.7M | $21.9M | 1 | 26 |
| Mar 2011 | $28.9M | $11M | $17.9M | 5 | -- |
| Sep 2008 | $20.4M | $3.1M | $17.3M | 5 | -- |
| Sep 2008 | $20.4M | $3.1M | $17.3M | 5 | -- |
DateMay 2012
Total AUM$34.6M
Discretionary$12.7M
Non-Disc.$21.9M
Employees1
Clients26
DateMar 2012
Total AUM$34.6M
Discretionary$12.7M
Non-Disc.$21.9M
Employees1
Clients26
DateMar 2011
Total AUM$28.9M
Discretionary$11M
Non-Disc.$17.9M
Employees5
Clients--
DateSep 2008
Total AUM$20.4M
Discretionary$3.1M
Non-Disc.$17.3M
Employees5
Clients--
DateSep 2008
Total AUM$20.4M
Discretionary$3.1M
Non-Disc.$17.3M
Employees5
Clients--