NEW HORIZON FINANCIAL STRATEGIES, LLC

NEW HORIZON FINANCIAL STRATEGIES, LLC of ITHACA, NY is an SEC-registered investment adviser (CRD 125729). Regulatory assets under management: $217.2M.

Registration

• CRD: 125729
• SEC file number: 801-118348
• Type: Registered investment adviser
• Location: 944 DRYDEN ROAD, ITHACA, NY, 14850
• Phone: 607-275-1275
• Latest filing: 2026-03-03
• Regulatory AUM: $217.2M
• Discretionary AUM: $161.3M
• Non-discretionary AUM: $55.9M
• Clients: 7
• Accounts: 1,081

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125729 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search