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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-30-1975
- Office Locations
- 1
Office Locations
About Financial Horizons, Inc.
Financial Horizons, Inc. is a California-based investment advisory firm that positions itself as a partner to independent advisors, providing individualized support plus asset management and financial, tax, and estate planning. The firm emphasizes asset-allocation portfolios implemented primarily with ETFs, alongside mutual funds, fixed income, and real estate exposures, and custodies assets at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES T. ADAMS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
URSULA EDITH LENZ
Secretary
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,027,919 | $13,573,423 |
| Non-Discretionary | $0 | -- |
| Total | $190,027,919 | $13,573,423 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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