H
$19.2M Total AUM
$19.2M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
1415 Gene ST Winter Park FL
About Horizon Wealth Group, LLC
Horizon Wealth Group, LLC is a Winter Park-based RIA. The firm has been operating for 4 years. Managing $19.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$19.2M AVG AUM / ADVISOR
$641.0K AVG AUM / CLIENT
4.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CARL VINCENT ERICKSON
Chief Compliance Officer, Managing Partner
- CRD
- #1391114
- Ownership
- 50% but less than 75%
Available
Available
Available
C
CAROL E. FELSING
Financial Advisor, Managing Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,230,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,230,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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