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).
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Total Assets Under Management145MILLION
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Total Number of Accounts770ACCOUNTS
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Average Account Value$188,835
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY, TX
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.
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.
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.