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NEW HORIZON FINANCIAL STRATEGIES, LLC
CRD 125729 · SEC 801-118348
944 DRYDEN ROAD, ITHACA, NY, 14850, United States
Phone
607-275-1275
Fax
607-275-1276
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.2M
Discretionary AUM
$161.3M
Team
7 total employees; 6 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $65.8M |
| High net worth individuals | 72 | $150.5M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD