Wealth Manager
    SEC Registered
    Manages Private Funds

    Horizons Sustainable Financial Services, Inc.

    Registered investment advisor · Santa Fe, New Mexico · CRD #164970

    Assets Under Management
    $151M
    Client Accounts
    314
    Employees
    7
    CRD Number
    164970
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Folio Investments, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Horizons Sustainable Financial Services, Inc.

    Horizons Sustainable Financial Services, Inc. is a SEC-registered investment advisory firm headquartered in Santa Fe, New Mexico, managing approximately $151M in regulatory assets across 314 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164970.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Horizons Sustainable Financial Services, Inc.

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    Frequently Asked Questions

    What is Horizons Sustainable Financial Services, Inc.'s AUM?

    Horizons Sustainable Financial Services, Inc. reports approximately $151M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Horizons Sustainable Financial Services, Inc. headquartered?

    Horizons Sustainable Financial Services, Inc. is headquartered in Santa Fe, New Mexico.

    What is Horizons Sustainable Financial Services, Inc.'s CRD number?

    Horizons Sustainable Financial Services, Inc.'s CRD number is 164970. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Horizons Sustainable Financial Services, Inc. manage?

    Horizons Sustainable Financial Services, Inc. manages approximately 314 client accounts according to its latest SEC filing.

    Is Horizons Sustainable Financial Services, Inc. SEC registered?

    Yes, Horizons Sustainable Financial Services, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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