NEW HORIZON FINANCIAL STRATEGIES, LLC

944 Dryden Road
Ithaca, New York 14850
Tel: 607-275-1275

About NEW HORIZON FINANCIAL STRATEGIES, LLC

NEW HORIZON FINANCIAL STRATEGIES, LLC, formally registered with the SEC as NEW HORIZON FINANCIAL STRATEGIES, LLC. The firm was established in 04/01/2020. They have over 1 offices throughout the country.

NEW HORIZON FINANCIAL STRATEGIES, LLC is a Ithaca, New York based Financial Planning firm with nearly $183,828,471 assets under management, offering retirement planning & investment advisory services to 975 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125729
SEC#	801-118348
Assets Managed by Firm	$183,828,471
No. of Clients	975
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	975	$183,828,471
Individuals (other than high net worth individuals)	202	$58,152,563
High net worth individuals	69	$125,240,070
Charitable organizations	Fewer than 5 clients	$435,838

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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