NEW HORIZON FINANCIAL STRATEGIES, LLC
Investment Advice|ITHACA, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$183.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 114.6M |
| Non-Discretionary | 69.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 125729 |
| SEC Number | 801-118348 |
| Street Address | 944 DRYDEN ROAD |
| Location | ITHACA, NY 14850 |
| Country | United States |
| Phone | 607-275-1275 |
| Fax | 607-275-1276 |
| Total Employees | 7 |
Client Count by Type (271 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 202 |
| High Net Worth Individual… | 69 |
Community Partners
CITY OF ITHACA
COUNTY OF TOMPKINS
TOWN OF CAROLINE
TOWN OF DANBY
TOWN OF DRYDEN
TOWN OF ENFIELD
TOWN OF GROTON
TOWN OF ITHACA
TOWN OF LANSING
TOWN OF NEWFIELD
TOWN OF ULYSSES
VILLAGE OF CAYUGA HEIGHTS
VILLAGE OF DRYDEN
VILLAGE OF FREEVILLE
VILLAGE OF GROTON
VILLAGE OF LANSING
VILLAGE OF TRUMANSBURG
CITY OF ITHACA
COUNTY OF TOMPKINS
TOWN OF CAROLINE
TOWN OF DANBY
TOWN OF DRYDEN
TOWN OF ENFIELD
TOWN OF GROTON
TOWN OF ITHACA
TOWN OF LANSING
TOWN OF NEWFIELD
TOWN OF ULYSSES
VILLAGE OF CAYUGA HEIGHTS
VILLAGE OF DRYDEN
VILLAGE OF FREEVILLE
VILLAGE OF GROTON
VILLAGE OF LANSING
VILLAGE OF TRUMANSBURG
CITY OF ITHACA
COUNTY OF TOMPKINS
TOWN OF CAROLINE
TOWN OF DANBY
TOWN OF DRYDEN
TOWN OF ENFIELD
TOWN OF GROTON
TOWN OF ITHACA
TOWN OF LANSING
TOWN OF NEWFIELD
TOWN OF ULYSSES
VILLAGE OF CAYUGA HEIGHTS
VILLAGE OF DRYDEN
VILLAGE OF FREEVILLE
VILLAGE OF GROTON
VILLAGE OF LANSING
VILLAGE OF TRUMANSBURG
Municipal Government
17 Active
17
Organizations
BROOKTONDALE FIRE DISTRICT
DANBY FIRE DISTRICT
GROTON PUBLIC LIBRARY
LANSING COMMUNITY LIBRARY DISTRICT
LANSING FIRE DISTRICT
MCLEAN FIRE DISTRICT
SLATERVILLE FIRE DISTRICT
SOUTH CENTRAL REGIONAL LIBRARY COUNCIL
VARNA VOLUNTEER FIRE CO
BROOKTONDALE FIRE DISTRICT
DANBY FIRE DISTRICT
GROTON PUBLIC LIBRARY
LANSING COMMUNITY LIBRARY DISTRICT
LANSING FIRE DISTRICT
MCLEAN FIRE DISTRICT
SLATERVILLE FIRE DISTRICT
SOUTH CENTRAL REGIONAL LIBRARY COUNCIL
VARNA VOLUNTEER FIRE CO
BROOKTONDALE FIRE DISTRICT
DANBY FIRE DISTRICT
GROTON PUBLIC LIBRARY
LANSING COMMUNITY LIBRARY DISTRICT
LANSING FIRE DISTRICT
MCLEAN FIRE DISTRICT
SLATERVILLE FIRE DISTRICT
SOUTH CENTRAL REGIONAL LIBRARY COUNCIL
VARNA VOLUNTEER FIRE CO
Special District
9 Active
9
Organizations
DRYDEN CENTRAL SCHOOL DISTRICT
GEORGE JR UNION FREE SCHOOL DISTRICT
GROTON CENTRAL SCHOOL DISTRICT
ITHACA CITY SCHOOL DISTRICT
LANSING CENTRAL SCHOOL DISTRICT
NEWFIELD CENTRAL SCHOOL DISTRICT
TOMPKINS-CORTLAND COMM COLLEGE
TOMPKINS-SENECA-TIOGA BOARD OF COOPERATIVE EDUCATIONAL SERVICES
TRUMANSBURG CENTRAL SCHOOL DISTRICT
DRYDEN CENTRAL SCHOOL DISTRICT
GEORGE JR UNION FREE SCHOOL DISTRICT
GROTON CENTRAL SCHOOL DISTRICT
ITHACA CITY SCHOOL DISTRICT
LANSING CENTRAL SCHOOL DISTRICT
NEWFIELD CENTRAL SCHOOL DISTRICT
TOMPKINS-CORTLAND COMM COLLEGE
TOMPKINS-SENECA-TIOGA BOARD OF COOPERATIVE EDUCATIONAL SERVICES
TRUMANSBURG CENTRAL SCHOOL DISTRICT
DRYDEN CENTRAL SCHOOL DISTRICT
GEORGE JR UNION FREE SCHOOL DISTRICT
GROTON CENTRAL SCHOOL DISTRICT
ITHACA CITY SCHOOL DISTRICT
LANSING CENTRAL SCHOOL DISTRICT
NEWFIELD CENTRAL SCHOOL DISTRICT
TOMPKINS-CORTLAND COMM COLLEGE
TOMPKINS-SENECA-TIOGA BOARD OF COOPERATIVE EDUCATIONAL SERVICES
TRUMANSBURG CENTRAL SCHOOL DISTRICT
School District
9 Active
9
Organizations
107TH PSALM CHRISTIAN FAMILY INC
239 LEON CHANDLER CHAPTER OF TROUT UNLIMITED
737 COMSTOCK AVENUE INC
ACACIA FRATERNITY CORNELL CHAPTER
ADVOCACY PROJECT FROM CORNELL UNIVERSITY INCORPORATED
AEGIS ARCHIVE INC
AES CAYUGA LLC BENEFITS TRUST
Affiliated Choruses of Ithaca Inc
AGELESS JAZZ BAND
AGUACLARA REACH INC
ALCOHOL AND DRUG COUNCIL OF
ALLIANCE FOR CHILDHOOD INC
ALPHA ALPHA EPSILON CHAPTER LAMBDA THETA ALPHA
ALPHA BETA HOUSE CORP OF
ALPHA DELTA PHI AT CORNELL INC
ALPHA DELTA PHI CORNELL CHAPTER
ALPHA EPSILON DELTA
ALPHA EPSILON PI - BETA CHAPTER
ALPHA GAMMA RHO
ALPHA LIGHT FUND INCORPORATED
107TH PSALM CHRISTIAN FAMILY INC
239 LEON CHANDLER CHAPTER OF TROUT UNLIMITED
737 COMSTOCK AVENUE INC
ACACIA FRATERNITY CORNELL CHAPTER
ADVOCACY PROJECT FROM CORNELL UNIVERSITY INCORPORATED
AEGIS ARCHIVE INC
AES CAYUGA LLC BENEFITS TRUST
Affiliated Choruses of Ithaca Inc
AGELESS JAZZ BAND
AGUACLARA REACH INC
ALCOHOL AND DRUG COUNCIL OF
ALLIANCE FOR CHILDHOOD INC
ALPHA ALPHA EPSILON CHAPTER LAMBDA THETA ALPHA
ALPHA BETA HOUSE CORP OF
ALPHA DELTA PHI AT CORNELL INC
ALPHA DELTA PHI CORNELL CHAPTER
ALPHA EPSILON DELTA
ALPHA EPSILON PI - BETA CHAPTER
ALPHA GAMMA RHO
ALPHA LIGHT FUND INCORPORATED
107TH PSALM CHRISTIAN FAMILY INC
239 LEON CHANDLER CHAPTER OF TROUT UNLIMITED
737 COMSTOCK AVENUE INC
ACACIA FRATERNITY CORNELL CHAPTER
ADVOCACY PROJECT FROM CORNELL UNIVERSITY INCORPORATED
AEGIS ARCHIVE INC
AES CAYUGA LLC BENEFITS TRUST
Affiliated Choruses of Ithaca Inc
AGELESS JAZZ BAND
AGUACLARA REACH INC
ALCOHOL AND DRUG COUNCIL OF
ALLIANCE FOR CHILDHOOD INC
ALPHA ALPHA EPSILON CHAPTER LAMBDA THETA ALPHA
ALPHA BETA HOUSE CORP OF
ALPHA DELTA PHI AT CORNELL INC
ALPHA DELTA PHI CORNELL CHAPTER
ALPHA EPSILON DELTA
ALPHA EPSILON PI - BETA CHAPTER
ALPHA GAMMA RHO
ALPHA LIGHT FUND INCORPORATED
Nonprofit Organization
1192 Active
1192
Organizations
Community Partners85 organizations
TOWN OF CAROLINE
Municipal Government·SLATERVILLE SPRINGS
VILLAGE OF TRUMANSBURG
Municipal Government·TRUMANSBURG
BROOKTONDALE FIRE DISTRICT
Special District·BROOKTONDALE
DANBY FIRE DISTRICT
Special District·ITHACA
LANSING FIRE DISTRICT
Special District·LANSING
MCLEAN FIRE DISTRICT
Special District·MC LEAN
SLATERVILLE FIRE DISTRICT
Special District·SLATERVILLE SPRINGS
VARNA VOLUNTEER FIRE CO
Special District·ITHACA
TOMPKINS-SENECA-TIOGA BOARD OF COOPERATIVE EDUCATIONAL SERVICES
School District·ITHACA
TRUMANSBURG CENTRAL SCHOOL DISTRICT
School District·TRUMANSBURG
107TH PSALM CHRISTIAN FAMILY INC
Nonprofit Organization·GROTON
239 LEON CHANDLER CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·ITHACA
737 COMSTOCK AVENUE INC
Nonprofit Organization·ITHACA
ACACIA FRATERNITY CORNELL CHAPTER
Nonprofit Organization·ITHACA
ADVOCACY PROJECT FROM CORNELL UNIVERSITY INCORPORATED
Nonprofit Organization·Ithaca
AEGIS ARCHIVE INC
Nonprofit Organization·Ithaca
AES CAYUGA LLC BENEFITS TRUST
Nonprofit Organization·LANSING
Affiliated Choruses of Ithaca Inc
Nonprofit Organization·Ithaca
AGELESS JAZZ BAND
Nonprofit Organization·Ithaca
AGUACLARA REACH INC
Nonprofit Organization·ITHACA
ALCOHOL AND DRUG COUNCIL OF
Nonprofit Organization·ITHACA
ALLIANCE FOR CHILDHOOD INC
Nonprofit Organization·ITHACA
ALPHA ALPHA EPSILON CHAPTER LAMBDA THETA ALPHA
Nonprofit Organization·ITHACA
ALPHA BETA HOUSE CORP OF
Nonprofit Organization·ITHACA
ALPHA DELTA PHI AT CORNELL INC
Nonprofit Organization·ITHACA
ALPHA DELTA PHI CORNELL CHAPTER
Nonprofit Organization·ITHACA
ALPHA EPSILON DELTA
Nonprofit Organization·Ithaca
ALPHA EPSILON PI - BETA CHAPTER
Nonprofit Organization·ITHACA
ALPHA GAMMA RHO
Nonprofit Organization·ITHACA
ALPHA LIGHT FUND INCORPORATED
Nonprofit Organization·ITHACA
ALPHA OMEGA EPSILON SORORITY BETA CHI CHAPTER
Nonprofit Organization·ITHACA
ALPHA PHI OMEGA
Nonprofit Organization·ITHACA
ALPHA PSI CORP OF CHI PSI OF CORNELL UNI
Nonprofit Organization·ITHACA
ALPHA PSI OF CHI PSI EDU TRUST
Nonprofit Organization·ITHACA
ALPHA SIGMA PHI FRATERNITY
Nonprofit Organization·ITHACA
ALPHA TAU OMEGA FRATERNITY BETA THETA CHAPTER CORNELL
Nonprofit Organization·ITHACA
ALPHA THETA COMMUNITY IMPROVEMENT CAMPAIGN INC
Nonprofit Organization·Ithaca
ALPHA THETA FRATERNITY INC
Nonprofit Organization·ITHACA
ALPHA XI DELTA BUILDING CORPORATION AT ITHACA INC
Nonprofit Organization·ITHACA
ALPHA XI DELTA ED FOUND AT ITHACA NY
Nonprofit Organization·ITHACA
ALTERNATIVES FEDERAL CREDIT UNION
Nonprofit Organization·ITHACA
ALTERNATIVES TO VIOLENCE PROJECT INC
Nonprofit Organization·Ithaca
ALTERNATIVES TO VIOLENCE PROJECT INC
Nonprofit Organization·Ithaca
ALTERNATIVES TO VIOLENCE PROJECT, INC.
Nonprofit Organization·ITHACA
ALUMNAE PANHELL AT CORNELL
Nonprofit Organization·ITHACA
ALUMNI ASSOCATION OF THE NEW YORK STATE COLLEGE OF HUMAN ECOLOGY AT
Nonprofit Organization·Ithaca
ALUMNI INTERFRATERNITY COUNCIL AT CORNELL
Nonprofit Organization·ITHACA
AMAZON RESEARCH & CONSERVATION COLLABORATIVE INC
Nonprofit Organization·ITHACA
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Ithaca
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·ithaca
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Ithaca
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Dryden
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Ithaca
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Dryden
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Trumansburg
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Ithaca
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Lansing
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·ITHACA
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Dryden
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Groton