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| Keyboard |
| New Horizon Financial Strategies LLC
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|---|---|
| CRD # | 125729 |
| SEC # | 801-118348 |
| CIK # | |
| AUM | 217.2 M (2026-03-03) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 607-275-1275 |
| Address | 944 Dryden Road Ithaca, NY 14850 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Account Minimums and Types of Clients — Form ADV Part 2A (3/3/2026) [Brochure] |
|---|
ITEM 7: TYPES OF CLIENTS NHFS generally provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm's requirements for opening or maintaining an account, such as minimum account size, are dependent upon each investment management company's requirements. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 65.8 |
| (b) Individuals (high net worth individuals) | 72 | 150.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 217.2 |
| By Discretionary | ||
| Discretionary | 604 | 161.3 |
| Non-Discretionary | 477 | 55.9 |
| Total | 1,081 | 217.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.2 | |
| Total | 1,081 | 217.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 25 |
| Serves | Institutional, Retail |
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|---|---|---|
|
Integrated Wealthcare LLC
✚
|
NC | 218.2 M |
|
Affinity Wealth LLC
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|
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|
Costello Financial Planning Inc
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217.1 M | |
|
Polaris Investment Advisors LLC
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|
Paladin Wealth LLC
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|
Lifetime Wealth Management PC
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|
The Simmons Partnership Inc
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MD | 216.5 M |
|
Aegis Wealth Management Inc
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IA | 216.5 M |
|
Hofer & Associates Inc
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CA | 216.4 M |