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Horizon Investment Services, LLC.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $193.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 733
      Accounts
    • $264.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

6

name start date
David Alan Wright
June 2011
Shelby Lynn Cavanaugh
January 2018
David Burton Walle
March 2018
Margaret Mary Markovich
March 2009
Charles Brian Carlson
July 2001

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Robert Thomas Evans President November, 1997 less than 5%
    Thomas Joseph Hathoot Chief Compliance Officer/Cfo November, 1997 less than 5%
    Richard John Moroney Chief Investment Officer November, 1997 less than 5%
    Charles Brian Carlson Chief Executive Officer November, 1997 less than 5%
    Cheryl Mackenzie Evans Secretary January, 2001 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets