Harizon Investments LLC is a mid-sized advisory firm based in Cola. It manages $35 million of regulatory assets for 1,100 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Georgia, Iowa, North Carolina, and Tennessee.
Harizon Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harizon Investments LLC is $35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Harizon Investments 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.
The principal office where Harizon Investments LLC performs its advisory services is located at 1233 Washington St, Cola, SC 29201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-733-9833 or by fax 803-733-5913. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at info@horizoninvestments.com.