Horizons Sustainable Financial Services, Inc.

Overview

Horizons Sustainable Financial Services, Inc. is an SEC registered investment adviser based in Santa Fe, NM, registered since 2013. It reports $151M in assets under management across 314 accounts, with 7 employees. It has 6 investment adviser representatives.

Reported AUM

$151M

Discretionary

100%

Accounts

314

Average account

$481K

Employees

7

Advisory reps

6

Registered since

2013

Jurisdictions

7

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Johann Albert Klaassen Shareholder, Vice President CRD 4280579

Advisory reps 3 of 6

• Prisma Avery Investment Adviser Rep CRD 8027119
• Megan Elizabeth Buchanan Investment Adviser Rep CRD 7315217
• Valeria Genese Cera Primero Investment Adviser Rep CRD 7941824

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

535 Cerrillos Rd Ste A2
Santa Fe, NM 87501

County

Santa Fe

Metro area

Santa Fe, NM

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: deepimpactinvesting.blubrry.net

Every state, with registration dates

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