FINANCIAL HORIZONS, INC. of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 110741). Regulatory assets under management: $190.0M.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| James T Adams | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| Ursula Edith Lenz | SECRETARY | — |
| GRAY ROBERT | SENIOR VICE PRESIDENT,; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER,; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | — |
| ADAMS JAMES T | PRESIDENT, CEO; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| GRAY FAYOLA M | SECRETARY | — |
| LENZ URSULA EDITH | SECRETARY | — |
| James T. Adams | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |