CRD: 127215
Horizon Financial Advisors, LLC
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 03-03-1999
- Office Locations
- 1
Office Locations
About Horizon Financial Advisors, LLC
Horizon Financial Advisors, LLC is a West Hartford, CT advisory firm focused on personal financial management, spanning insurance, investment planning, retirement, estate planning, and wealth preservation. The firm serves retail and institutional clients and uses asset-allocation approaches and vehicles such as mutual funds, fixed income, annuities, real estate, and private funds. Website emphasizes client education with newsletters, calculators, and research reports.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL MARK KOSOVSKY
--
- CRD
- #3158748
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,928,653 | -- |
| Total | $18,928,653 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,928,653
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $424,713,616 | 56.8% |
| Cash | $323,021,624 | 43.2% |
| Total | $747,735,240 | 100.0% |