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Building 2NEW HORIZON FINANCIAL STRATEGIES, LLC

Map pinITHACA, NY
Phone607-275-1275
NotebookSEC #801-118348
Total AUM
$217.2M
Employees
7
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
944 DRYDEN ROAD
ITHACA
NY 14850
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
607-275-1275

ReceiptFinancials

Total AUM
$217.2M
Accounts
1,081
Discretionary
$161.3M
Accounts
604
Non-Discretionary
$55.9M
Accounts
477

ContactClients

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Individual Clients
189
AUM
$65.8M
HNW Individual Clients
72
AUM
$150.5M
Charitable Organization Clients
1
AUM
$864.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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