CRD: 300614
Ninety West Global Wealth
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- Custodian
- Altruist · Betterment · Charles Schwab & Company · SEI · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Ridge optimaFusion beacon +more
- Established Date
- 04-15-2019
- Office Locations
- 1
Office Locations
About Ninety West Global Wealth
Horizon Financial Planning is a New Orleans–based RIA providing financial life planning and ongoing investment/wealth management for Americans, including those pursuing financial independence or retiring abroad. Services include cash-flow and income planning, debt and line-of-credit analysis, tax planning, charitable and legacy planning, retirement planning, insurance reviews, and equity-compensation planning (ISOs, RSUs, ESPPs). Featured in CBS, CNN Business, Forbes, and MarketWatch.
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Owner & Executives
WILLIAM JAMES NUNN
Advisor, Chief Compliance Officer
- CRD
- #6007962
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,571,312 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,571,312 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,571,312
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,039,882,506 | 33.4% |
| Cash | $962,046,989 | 30.9% |
| U.S. Government/Agency | $1,111,491,182 | 35.7% |
| Total | $3,113,420,677 | 100.0% |