Horizons Wealth Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

82 Patton Ave Ste 210, Asheville, North ...

Phone Number

(828) 337-9395

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Horizons Wealth Management

Horizons Wealth Management is an independent Fee-Only financial advisory firm located in Asheville, NC and Greenville, SC, specializing in comprehensive financial planning and investment services. They cater to clients from various backgrounds seeking unbiased financial advice to help manage, grow, and protect their assets. The firm operates under a fiduciary standard, ensuring that they act solely in the best interest of their clients without any commission-based conflicts. Their services include financial planning, wealth management, retirement planning, and customized investment options.Explore more
Horizons Wealth Management's Social MediaPopular SearchesHorizons Wealth Management IncHorizons Wealth Managementcom HorizonsWealthManagementHorizon Wealth Management LLCHorizons IncSIC Code 62,628NAICS Code 52,523Show more

Horizons Wealth Management Org Chart

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Principal

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Principal, Certified Financial Planner

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Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Horizons Wealth Managemen...

$7.3M
1-10
Private
-
2003
<$5M
1-10
Private
-
2022
KC
Kim ChaplinDirector, Operations
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
MK
Michael KarstensFounder & President
<$5M
1-10
Private
-
2010
SM
Stacey MaloneMarketing & Account Service Associate
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Horizons Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Horizons Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Horizons Wealth Management.

Horizons Wealth Management Tech Stack

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Frequently Asked Questions Regarding Horizons Wealth Management

What is Horizons Wealth Management's official website?
Horizons Wealth Management's official website is www.horizonswealth.com
What is Horizons Wealth Management's Revenue?
Horizons Wealth Management's revenue is $7.3 Million
What is Horizons Wealth Management's SIC code?
Horizons Wealth Management's SIC: 62,628
What is Horizons Wealth Management's NAICS code?
Horizons Wealth Management's NAICS: 52,523
How many employees does Horizons Wealth Management have?
Horizons Wealth Management has 1-10 employees
What industry does Horizons Wealth Management belong to?
Horizons Wealth Management is in the industry of: Finance, Securities Trading
What is Horizons Wealth Management competition?
Horizons Wealth Management top competitors include: Focus Financial Network, Constant Guidance Financial, Stockade Wealth Management, Oasis Wealth Planning Advisors
What technology does Horizons Wealth Management use?
Some of the popular technologies that Horizons Wealth Management uses are: WordPress.org, PHP, RackSpace Cloud DNS, Google Font API
How do I contact Horizons Wealth Management?
Horizons Wealth Management contact info: Phone number: (828) 337-9395 Website: www.horizonswealth.com
What does Horizons Wealth Management do?

Horizons Wealth Management is an independent Fee-Only financial advisory firm located in Asheville, NC and Greenville, SC, specializing in comprehensive financial planning and investment services. They cater to clients from various backgrounds seeking unbiased financial advice to help manage, grow, and protect their assets. The firm operates under... a fiduciary standard, ensuring that they act solely in the best interest of their clients without any commission-based conflicts. Their services include financial planning, wealth management, retirement planning, and customized investment options.Read More

What are Horizons Wealth Management social media links?
Horizons Wealth Management Linkedin page Horizons Wealth Management Twitter page Horizons Wealth Management Facebook page
Is Horizons Wealth Management a public company?
Horizons Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Horizons Wealth Management

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