BLUE HORIZON EQUITY, INC.
Firm details
- Headquarters
- PITTSFORD, New York
- CRD number
- 341095
- Registered since
- May 6, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Blue Horizon Equity, Inc. is a newly formed corporate adviser that registered with the SEC in 2026. The firm is identified as a capital allocator and operates both as a registered representative of a broker‑dealer and as an insurance broker. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, indicating a model that combines direct client work with outsourcing or manager selection. Fee arrangements include asset‑based fees, hourly charges, and fixed fees. The snapshot flags the firm as not an active ESG investor and not designated as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DANIEL ABEL
President and CEOCRD 4652073
Contacts
3 of 12JEFFREY HARTMAN
Investment Adviser RepresentativeCRD 2979071
ROBERT SANSONE
Managing DirectorCRD 410627
THOMAS BEAM
PartnerCRD 2403143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PITTSFORD, NY
MONROE
Location
PITTSFORD, NY
Headquartered in PITTSFORD, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 55 Sullys Trl
- Time zone
- ET (UTC-5)
- Office locations
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