New Horizon Financial Strategies, LLC
● SEC registered since 2020CRD 125729SEC# 801-118348Ithaca, NY
Reg. AUM
$217.2M
Employees
7
Accounts
1,081
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 $217.2 million in regulatory assets under management and employs 7 people.
New Horizon Financial Strategies, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Marie Oneill Control | Partner | 50-75% | 2019 |
| Kevin Peter Tarnovski Control | Chief Compliance Officer | 25-50% | 2018 |
Frequently asked questions
How much does New Horizon Financial Strategies, LLC manage?
New Horizon Financial Strategies, LLC reports $217.2 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
| Address | 944 Dryden Road, Ithaca, NY 14850 |
| Phone | 607-275-1275 |
| Fax | 607-275-1276 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.2M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$217.2Mregulatory AUM
Discretionary $161.3MNon-discretionary $55.9M