HORIZON POINT WEALTH MANAGEMENT, LLC
HORIZON POINT WEALTH MANAGEMENT, LLC of LIVINGSTON, NJ is an SEC-registered investment adviser (CRD 146712). Regulatory assets under management: $34.6M.
Registration
- CRD: 146712
- SEC file number: 801-70294
- Type: Registered investment adviser
- Location: 70 SOUTH ORANGE AVENUE, LIVINGSTON, NJ, 07039
- Phone: 973-251-2622
- Latest filing: 2012-05-02
- Regulatory AUM: $34.6M
- Discretionary AUM: $12.7M
- Non-discretionary AUM: $21.9M
- Clients: 1
- Accounts: 189
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| MOJARES DENNIS JOHN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WACHTEL HAROLD FRANK | MANAGING MEMBER | — |
| SIMONE PHILIP HENRY | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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