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Horizon Funds Management, LLC (Marietta)


Horizon Funds Management, LLC is an adviser based in Marietta. It manages $3.09 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Georgia.

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Horizon Funds Management provides portfolio management for individuals and small businesses and portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Horizon Funds Management: assets under management

The assets under management (AUM) of Horizon Funds Management, LLC is $3.09 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $386.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Horizon Funds Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Marietta

The principal office where Horizon Funds Management, LLC performs its advisory services is located at 600 Village Trace Bldg 23, Marietta, GA 30067 The mailing address of the firm is 600 Village Trace Bldg 23, Marietta, GA 30067. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 678-384-9412 or by fax 404-795-9057. The normal business hours are 9am - 5 pm on Monday - Friday. You can find more information about the New York firm at www.horizonfundsmgt.com.


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