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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| New Horizon Financial Strategies LLC
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|---|---|
| CRD # | 125729 |
| SEC # | 801-118348 |
| CIK # | |
| AUM | $183.8 M (2025-02-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 607-275-1275 |
| Address | 944 Dryden Road Ithaca, NY 14850 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 58.2 |
| (b) Individuals (high net worth individuals) | 69 | 125.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 975 | 183.8 |
| By Discretionary | ||
| Discretionary | 509 | 114.6 |
| Non-Discretionary | 466 | 69.2 |
| Total | 975 | 183.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.8 | |
| Total | 975 | 183.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brian Low Financial Group LLC
✚
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LA | 0.2 |
|
Alere Planning LLC
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MD | 0.2 |
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Angelus Investment Consulting Inc
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FL | 0.2 |
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Lighthouse Financial Management LLC
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RI | 0.2 |
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Pullen Investment Management LLC
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FL | 0.2 |
|
Flying Point Financial Inc
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MA | 0.2 |
|
Southport Station Financial Management LLC
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|
CT | 0.2 |
|
CornerStone Enterprises LLC
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|
WI | 0.2 |
|
Clearview Wealth Advisors LLC
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|
OR | 0.2 |
|
IA Network LLC
✚
|
NC | 0.2 |