HORIZON FINANCIAL GROUP, INC.
Firm details
- Headquarters
- FAR HILLS, New Jersey
- CRD number
- 129063
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Ian Davis
Vice President, Wealth ManagementCRD 6886878
ROBERT IANDOLI
PresidentCRD 1438207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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