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Horizion Consulting And Investment Services Inc. (Des Moines)


Horizion Consulting And Investment Services Inc. is a large advisory firm based in Des Moines. It manages $35 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Iowa.

Horizion Consulting And Investment Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Horizion Consulting And Investment Services: assets under management

The assets under management (AUM) of Horizion Consulting And Investment Services Inc. is $35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $583.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Horizion Consulting And Investment Services Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Des Moines

The principal office where Horizion Consulting And Investment Services Inc. performs its advisory services is located at 2400 86 Th Street, Des Moines, IA 50322 4306, 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 515-252-0796 or by fax 515-270-1535. The normal business hours are 8 to 5 on Monday - Friday.


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