New Horizon Financial Strategies, LLC
New Horizon Financial Strategies, LLC is an SEC-registered mass-market adviser in Ithaca, NY with $217.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns New Horizon Financial Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125729, SEC 801-118348, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $217.2M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Ithaca, NY
- Employees
- 7
- Clients
- 261
- CRD
- 125729
- Ownership
- ONEILL, ANGELA, MARIE; STREBEL, PAUL, ALEXANDER; Tarnovski, Kevin, Peter
How much AUM does New Horizon Financial Strategies, LLC have?
New Horizon Financial Strategies, LLC reported $217.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns New Horizon Financial Strategies, LLC?
Disclosed owners and executives of New Horizon Financial Strategies, LLC include ONEILL, ANGELA, MARIE, STREBEL, PAUL, ALEXANDER, Tarnovski, Kevin, Peter. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.