HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.
CRD #164970 SEC #801-120599 SANTA FE, NM 505-982-9661
SEC Registered
Total AUM
$131.9M
Discretionary
$131.5M
Employees
7
Clients
251
Accounts
714
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $131.9M | $131.5M | $405.8K | 7 | 0 |
| Mar 2025 | $131.9M | $131.5M | $405.8K | 7 | 0 |
| Jul 2024 | $134.1M | $133.8M | $283.8K | 5 | 0 |
| Mar 2024 | $134.1M | $133.8M | $283.8K | 5 | 0 |
| Mar 2023 | $111.2M | $110.8M | $395.4K | 6 | 0 |
| Oct 2022 | $115.5M | $115.1M | $475.1K | 7 | 1 |
| Jun 2022 | $115.5M | $115.1M | $475.1K | 7 | 1 |
| Mar 2022 | $115.5M | $115.1M | $475.1K | 7 | 1 |
| Feb 2021 | $118.6M | $118.1M | $475.1K | 6 | 1 |
DateOct 2025
Total AUM$131.9M
Discretionary$131.5M
Non-Disc.$405.8K
Employees7
Clients0
DateMar 2025
Total AUM$131.9M
Discretionary$131.5M
Non-Disc.$405.8K
Employees7
Clients0
DateJul 2024
Total AUM$134.1M
Discretionary$133.8M
Non-Disc.$283.8K
Employees5
Clients0
DateMar 2024
Total AUM$134.1M
Discretionary$133.8M
Non-Disc.$283.8K
Employees5
Clients0
DateMar 2023
Total AUM$111.2M
Discretionary$110.8M
Non-Disc.$395.4K
Employees6
Clients0
DateOct 2022
Total AUM$115.5M
Discretionary$115.1M
Non-Disc.$475.1K
Employees7
Clients1
DateJun 2022
Total AUM$115.5M
Discretionary$115.1M
Non-Disc.$475.1K
Employees7
Clients1
DateMar 2022
Total AUM$115.5M
Discretionary$115.1M
Non-Disc.$475.1K
Employees7
Clients1
DateFeb 2021
Total AUM$118.6M
Discretionary$118.1M
Non-Disc.$475.1K
Employees6
Clients1