HORIZON FINANCIAL GROUP, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
FAR HILLS, New Jersey
CRD number
129063
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Horizon Financial Group, Inc. is a corporate advisory and insurance-brokerage business owned by an individual. The firm provides financial planning services alongside insurance distribution, operating under an hourly and fixed-fee pricing model rather than asset-based advisory fees. The dataset characterizes the firm as unclassified and notes it is not a capital allocator, not an active ESG investor, and not registered as a multi-state or pension consultant adviser. The firm appears to rely on third-party managers for investment exposure rather than operating as a fund sponsor or allocator, consistent with its insurance-brokerage focus and fee structure centered on planning and advisory tasks.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Ian Davis

    Vice President, Wealth ManagementCRD 6886878

  • ROBERT IANDOLI

    PresidentCRD 1438207

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FAR HILLS, NJ

SOMERSET

Location

FAR HILLS, NJ

Headquartered in FAR HILLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
SOMERSET
Address
24 Fowler Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth