Horizons Sustainable Financial Services, Inc.
● SEC registered since 2021CRD 164970SEC# 801-120599Santa Fe, NM
Reg. AUM
$151.2M
Employees
7
Accounts
314
Location
Santa Fe, NM
Horizons Sustainable Financial Services, Inc. assets under management
Horizons Sustainable Financial Services, Inc. operates as an SEC-registered investment adviser based in Santa Fe, NM. The firm has been registered since 2021. It reports $151.2 million in regulatory assets under management and employs 7 people.
Horizons Sustainable Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Johann Albert Klaassen Control | President/President/Principal Shareholder/Chief Compliance Officer | 50-75% | 2023 |
Frequently asked questions
How much does Horizons Sustainable Financial Services, Inc. manage?
Horizons Sustainable Financial Services, Inc. reports $151.2 million in regulatory assets under management on its Form ADV.
How many employees does Horizons Sustainable Financial Services, Inc. have?
Horizons Sustainable Financial Services, Inc. reports 7 employees.
Where is Horizons Sustainable Financial Services, Inc. located?
Horizons Sustainable Financial Services, Inc. is based in Santa Fe, NM and has been SEC-registered since 2021.
Does Horizons Sustainable Financial Services, Inc. disclose fund performance?
Horizons Sustainable Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 535 Cerrillos Road, Suite A2, Santa Fe, NM 87501 |
| Phone | 505-982-9661 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.2M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$151.2Mregulatory AUM
Discretionary $150.8MNon-discretionary $333K