$40.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-17-2020
- Office Locations
- 1
Office Locations
-- Springville CA
About Bighorn Financial
Bighorn Financial, Inc. is a registered investment adviser providing wealth advisory, retirement plan design/management, and insurance-based planning for individuals, families, and small businesses, with a niche focus on attorneys and law firms. Portfolios emphasize asset allocation using ETFs and mutual funds with fixed-income exposure, and are custodied at Charles Schwab.
Team overview
-- AVG AGE
$40.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN RAYMOND HORN
President, PRINCIPAL
- CRD
- #6150969
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,651,182 | -- |
| Total | $40,651,182 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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