AUMdb

Horizon Harvest Llc

State-registered Investment Adviser CRD 269969 · Brooklyn, NY · TWITTER.COM
☆ Save with Pro ADV data as of Jan 27, 2026
Regulatory AUM
Discretionary
Clients
26
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 20 $0
High net worth individuals 5 $0
Corporations and other businesses 1 $0

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/27/2026 988 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Hourly charges
  • Fixed fees

Services

  • Financial planning services
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.

View current Form ADV (SEC/IAPD) ↗