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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit catalyst
- Established Date
- 10-17-2008
- Office Locations
- 2
Office Locations
About Horizon Wealth Advisors
Horizon Wealth Advisors is an independent RIA in Lakewood Ranch, Florida, providing personal asset management and holistic wealth planning for individuals, families, and institutions across Florida and Pennsylvania. The firm builds portfolios with an active, asset-allocation approach using ETFs and other vehicles, and helps coordinate retirement, estate, tax, and insurance needs through partner referrals. Custody commonly through Charles Schwab.
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Owner & Executives
NICHOLAS JAMES DRIZOS
Owner, President
- CRD
- #2254426
- Ownership
- 75% or more
NICHOLAS GUST DRIZOS
Chief Compliance Officer, President
- CRD
- #500632
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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BRIAN THOMAS BABCOCK
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- CRD
- #4344922
MICHAEL FREDERICK FERRO
Investment Advisor Representative
- CRD
- #2747857
Momentum signal
North horizon foundation
- CRD
- #85521
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $231,416,198 | $372,651 |
| Non-Discretionary | $3,567,586 | $155,112 |
| Total | $234,983,784 | $364,882 |
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Separately Managed Accounts
Total SMA Asset: $234,983,784
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $143,625,296 | 8.6% |
| Equity - OTC | $340,692,562 | 20.4% |
| Public Funds | $407,495,025 | 24.4% |
| Municipal Bonds | $380,774,039 | 22.8% |
| U.S. Government/Agency | $397,474,654 | 23.8% |
| Total | $1,670,061,576 | 100.0% |