← Tributary

HORIZON FINANCIAL SERVICES, LLC

WINSTON SALEM, NC · CRD 158798 · IAPD ↗ · 336-659-7060

$262.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
November 2024 — HORIZON FINANCIAL SERVICES, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.