HORIZON INVESTMENT SERVICES, LLC.
Firm details
- Headquarters
- HAMMOND, Indiana
- CRD number
- 110642
- Registered since
- April 8, 2004
- Website
- www.horizoninvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI56.74%
- Individuals34.37%
- Corporations / Businesses7.85%
- Other Investment Advisers1.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Horizon Investment Services, LLC is an SEC-registered investment adviser formed in 2004 and organized as an LLC. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its fees are charged as a percentage of assets under management and via fixed fees. Horizon is not identified as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or related adviser in the FINTRX data.
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
- Exchange Traded Equities63%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents12%
Owners & executives
3 of 3CHARLES CARLSON
CEO and Portfolio ManagerCRD 4380765
THOMAS HATHOOT
Chief Finance OfficerCRD 4380768
RICHARD MORONEY
CIO & Portfolio ManagerCRD 4380773
Contacts
3 of 7David Walle
Research AnalystCRD 6928040
Robert Sweet
Research AnalystCRD 7356832
CHERYL MACKENZIE EVANS
SecretaryCRD 1903933
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$85.3M in ETFs
92%
$78.6M
7%
$6.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $15.8M | 199,279 | 18.52% |
Location
HAMMOND, IN
LAKE
Location
HAMMOND, IN
Headquartered in HAMMOND, IN, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 7412 Calumet Ave
- Time zone
- ET (UTC-5)
- Office locations
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