Horizon Advisory Services, Inc.
● SEC registered since 2019CRD 305239SEC# 801-117343West Henrietta, NY
Reg. AUM
$510.2M
Employees
9
Accounts
1,585
Location
West Henrietta, NY
Horizon Advisory Services, Inc. assets under management
Horizon Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in West Henrietta, NY. The firm has been registered since 2019. It reports $510.2 million in regulatory assets under management and employs 9 people.
Horizon Advisory Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Stephen Blazick Control | Chief Investment Officer | Under 5% | 2019 |
| Mark Alan Congdon Control | President, Owner | 50-75% | 2019 |
| Michael R. Congdon Control | Chief Compliance Officer, Chief Executive Officer, Owner | 10-25% | 2019 |
| Susan Congdon | Owner | 10-25% | 2024 |
Frequently asked questions
How much does Horizon Advisory Services, Inc. manage?
Horizon Advisory Services, Inc. reports $510.2 million in regulatory assets under management on its Form ADV.
How many employees does Horizon Advisory Services, Inc. have?
Horizon Advisory Services, Inc. reports 9 employees.
Where is Horizon Advisory Services, Inc. located?
Horizon Advisory Services, Inc. is based in West Henrietta, NY and has been SEC-registered since 2019.
Does Horizon Advisory Services, Inc. disclose fund performance?
Horizon Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5582 W. Henrietta Rd., West Henrietta, NY 14586 |
| Phone | 585-334-3600 |
| Fax | 585-334-5011 |
| Office hours | 8:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1799006 |
| Discloses disciplinary history | No |
Regulatory AUM
$510.2M▲ 12%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$510.2Mregulatory AUM
Discretionary $510.2M