HORIZON FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- WEST HARTFORD, Connecticut
- CRD number
- 127215
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.51%
- Pension & Profit Sharing Plans7.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Horizon Financial Advisors, LLC operates as an independent registered investment advisor (RIA) focused on providing personalized financial planning and portfolio management services. The firm caters to both individual and family clients as well as institutional clients. Its business activities include serving as a registered representative of a broker-dealer and offering accounting services. Horizon Financial Advisors emphasizes educational initiatives through workshops and periodicals, aiming to enhance client understanding of financial matters.
Assets & Accounts
Public Holdings
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
Asset composition
- Private Funds90%
- Cash & Cash Equivalents10%
Contacts
1 of 1JOEL KOSOVSKY
Registered RepresentativeCRD 3158748
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST HARTFORD, CT
HARTFORD
Location
WEST HARTFORD, CT
Headquartered in WEST HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 16 Arapahoe Rd
- Time zone
- ET (UTC-5)
- Office locations
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