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HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC.

SANTA FE, NM · CRD 164970 · IAPD ↗ · 505-982-9661

$151.2MRegulatory AUM
6Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — HORIZONS SUSTAINABLE FINANCIAL SERVICES, INC. reports 251-500 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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