HORIZON ADVISORY SERVICES, INC.
Legal name: HORIZON FINANCIAL
CRD #305239 SEC #801-117343 WEST HENRIETTA, NY 585-334-3600
SEC Registered
Total AUM
$455.8M
Discretionary
$455.8M
Employees
11
Clients
--
Accounts
1,523
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $455.8M | $455.8M | $0 | 11 | 0 |
| Mar 2025 | $455.8M | $455.8M | $0 | 11 | 0 |
| Nov 2024 | $422.8M | $422.8M | $0 | 11 | 0 |
| Mar 2024 | $422.8M | $422.8M | $0 | 11 | 0 |
| May 2023 | $361.5M | $361.5M | $0 | 11 | 0 |
| Mar 2023 | $361.5M | $361.5M | $0 | 11 | 0 |
| Aug 2022 | $395M | $395M | $0 | 12 | 0 |
| Feb 2022 | $395M | $395M | $0 | 12 | 0 |
| Dec 2021 | $342.7M | $342.7M | $0 | 11 | 0 |
| Mar 2021 | $342.7M | $342.7M | $0 | 11 | 0 |
| Jul 2020 | $311.3M | $311.3M | $0 | 12 | 0 |
| Jul 2020 | $311.3M | $311.3M | $0 | 12 | 0 |
| May 2020 | $311.3M | $311.3M | $0 | 12 | 0 |
| May 2020 | $311.3M | $311.3M | $0 | 12 | 0 |
| Mar 2020 | $311.3M | $311.3M | $0 | 12 | 0 |
| Oct 2019 | $283M | $283M | $0 | 12 | 0 |
| Sep 2019 | $0 | $0 | $0 | 12 | 0 |
| Sep 2019 | $0 | $0 | $0 | 12 | 0 |
| Aug 2019 | $0 | $0 | $0 | 12 | 0 |
DateJul 2025
Total AUM$455.8M
Discretionary$455.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2025
Total AUM$455.8M
Discretionary$455.8M
Non-Disc.$0
Employees11
Clients0
DateNov 2024
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$422.8M
Discretionary$422.8M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$361.5M
Discretionary$361.5M
Non-Disc.$0
Employees11
Clients0
DateAug 2022
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees12
Clients0
DateFeb 2022
Total AUM$395M
Discretionary$395M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$342.7M
Discretionary$342.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$342.7M
Discretionary$342.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees12
Clients0
DateJul 2020
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees12
Clients0
DateMay 2020
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$311.3M
Discretionary$311.3M
Non-Disc.$0
Employees12
Clients0
DateOct 2019
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees12
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0