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Home > Retirement Planners > new jersey > cedar knolls > NEW HORIZONS WEALTH MANAGEMENT
NEW HORIZONS WEALTH MANAGEMENT
240 Cedar Knolls Rd Suite 306
Cedar Knolls, New Jersey 07927
Tel: 973-540-1066
About NEW HORIZONS WEALTH MANAGEMENT
NEW HORIZONS WEALTH MANAGEMENT, formally registered with the SEC as NEW HORIZONS WEALTH MANAGEMENT. The firm was established in 10/31/2023. They have over 1 offices throughout the country.
NEW HORIZONS WEALTH MANAGEMENT is a Cedar Knolls, New Jersey based Financial Planning firm with nearly $187,121,015 assets under management, offering retirement planning & investment advisory services to 674 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 328155 |
| SEC# | 801-128979 |
| Assets Managed by Firm | $187,121,015 |
| No. of Clients | 674 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 674 | $187,121,015 |
| Individuals (other than high net worth individuals) | 192 | $66,170,166 |
| High net worth individuals | 35 | $87,921,144 |
| Charitable organizations | Fewer than 5 clients | $4,105,824 |
| Corporations or other businesses | Fewer than 5 clients | $28,923,881 |
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