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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2012
- 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 |
|---|---|---|---|---|
| MOJARES, DENNIS, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MOJARES, DENNIS, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MOJARES, DENNIS, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MOJARES, DENNIS, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| MOJARES, DENNIS, JOHN | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| WACHTEL, HAROLD, FRANK | I | MANAGING MEMBER | D | Control |
| WACHTEL, HAROLD, FRANK | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
May 2, 2012 REGISTERED
Notice Filings (2)
NJ NY
Address
70 SOUTH ORANGE AVENUELIVINGSTON, NJ 07039
United States
Phone: 973-251-2622