$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
77 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2019
- Office Locations
- 1
Office Locations
506 Riverside Parkway NE Suite 202 Rome GA
About Horizon Advisors, LLC
Horizon Advisors is an independent RIA in Rome, GA providing financial planning and ongoing investment management for individuals and business owners. Portfolios emphasize asset allocation and risk management using public funds, including ETFs and municipal bonds. The firm also supports tax, estate, and business-succession planning and can custody through platforms such as Schwab.
Team overview
36 AVG AGE
$8.3M AVG AUM / ADVISOR
$108.1K AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JUSTIN MICHAEL OWENS
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5214058
- 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 | $8,327,345 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,327,345 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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