New Horizon Financial Strategies, LLC

New Horizon Financial Strategies, LLC (CRD# 125729) is a financial advisory firm headquartered in Ithaca, NY. They manage $145,403,125 in 770 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
944 Dryden Road, Ithaca, NY 14850
https://www.facebook.com/strebelcpa/
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    770
    ACCOUNTS
  • Average Account Value
    $188,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at New Horizon Financial Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Angela Oneill, financial advisor Ithaca NY
Angela M. Oneill
CRD#: 2969167
944 Dryden Road, Ithaca, NY 14850

Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry.

2
Paul Strebel, financial advisor Ithaca NY
Paul A. Strebel
CRD#: 1331833
944 Dryden Road, Ithaca, NY 14850

Paul Strebel (CRD# 1331833) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 38 years of experience in the finance industry.

3
Kevin Tarnovski, financial advisor Ithaca NY
Kevin P. Tarnovski
CRD#: 6736564
944 Dryden Road, Ithaca, NY 14850

Kevin Tarnovski (CRD# 6736564) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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