Horizon Wealth Management Revenue

Financial Services • New Albany, Indiana, United States • 1-10 Employees

Horizon Wealth Management revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Horizon Wealth Management

Leslie Hornback

Senior Wealth Strategist, Director Of Retirement Plan Services

Company overview

Headquarters	222 E. Market Street, New Albany, IN 47150, US
Phone number	+18122060023
Website	horizonwealth.com
NAICS	52
SIC	874
Keywords	Financial Planning, Investment Management, Trust Services, Insurance And Estate Planning, Foundation Asset Management, Individual And Company Retirement Plans
Founded	1999
Employees	1-10

Horizon Wealth Management Email Formats

Horizon Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@horizonwealth.com), used 50% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@horizonwealth.com	50%
{last name}{last name}	doedoe@horizonwealth.com	50%

About Horizon Wealth Management

Horizon Wealth Management understands that wealth management is a lifelong process. Regardless of the financial stage of life you are in, we are here for you. As an independent firm, we specialize in creating investment strategies designed around you and your family's specific needs. We will provide you objective and unbiased guidance. Horizon Team: Gary Smith, CFP® - Leslie Hornback, CDFA®,PPC® - Andrew Atchison, RICP® - Sandy McLeod, LPL Registered Sales Assistant The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, FL, GA, IL, IN, KY, MN, MO, NE, NJ, OH, PA, SC, TN, TX, VA, WA Financial Planning offered through Horizon Wealth Management, LLC, a Registered Investment Advisor and a separate entity from LPL Financial. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member SIPC, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Horizon Wealth Management has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Horizon Wealth Management has never raised funding before.

Frequently asked questions

Horizon Wealth Management is located in New Albany, Indiana, US.

You can reach Horizon Wealth Management at +18122060023.

Horizon Wealth Management generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Horizon Wealth Management has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Horizon Wealth Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.

Horizon Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Horizon Wealth Management

Leslie Hornback

Senior Wealth Strategist, Director Of Retirement Plan Services

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