Financial Horizons Wealth Building Strategies LLC is a large advisory firm based in San Ramon. It manages $207.7 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Texas, Utah, and Washington.
Financial Horizons Wealth Building Strategies provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and family office. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Horizons Wealth Building Strategies LLC is $207.7 million. The firm's AUM has grown by 267% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Horizons Wealth Building Strategies LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Shiell has been acting as President since 1 Jun 1998. Theresa Brown joined the executive team most recently as the Partner.
The principal office where Financial Horizons Wealth Building Strategies LLC performs its advisory services is located at 12657 Alcosta Boulevard, San Ramon, CA 94583, 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 925-790-2892 or by fax 925-790-2893. The normal business hours are 8:30am to 5:00pm on Monday - Friday.