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New Horizon Financial Strategies, LLC

● SEC registered since 2020CRD 125729SEC# 801-118348Ithaca, NY
Export (members)
Reg. AUM
$183.8M
Employees
7
Accounts
975
Location
Ithaca, NY

New Horizon Financial Strategies, LLC assets under management

New Horizon Financial Strategies, LLC is an investment advisory firm registered with the SEC based in Ithaca, NY. The firm has been registered since 2020. It reports $183.8 million in regulatory assets under management and employs 7 people.
www.strebelcpa.comView on SEC.gov ↗

New Horizon Financial Strategies, LLC owners & executives

2 reported
NameTitleOwnershipSince
Angela Marie Oneill ControlPartner50-75%2019
Kevin Peter Tarnovski ControlChief Compliance Officer25-50%2018

Frequently asked questions

How much does New Horizon Financial Strategies, LLC manage?

New Horizon Financial Strategies, LLC reports $183.8 million in regulatory assets under management on its Form ADV.

How many employees does New Horizon Financial Strategies, LLC have?

New Horizon Financial Strategies, LLC reports 7 employees.

Where is New Horizon Financial Strategies, LLC located?

New Horizon Financial Strategies, LLC is based in Ithaca, NY and has been SEC-registered since 2020.

Does New Horizon Financial Strategies, LLC disclose fund performance?

New Horizon Financial Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address944 Dryden Road, Ithaca, NY 14850
Phone607-275-1275
Fax607-275-1276
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.6M
Non-discretionary$69.2M
Total (RAUM)$183.8M