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Managing Member/ CCO · Horizon Wealth

Daniel R. Blair

CRD 4847450 · Named on Form ADV at one SEC-registered adviser

At a glance

Horizon Wealth, an SEC-registered wealth manager based in Denver, CO with $147 million in regulatory assets, lists Daniel R. Blair on its Form ADV as Managing Member/ CCO, a control person.

Firms and roles

  • Horizon WealthManaging Member/ CCOWealth manager · Denver, CO · $147M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.