NEW HORIZON FINANCIAL STRATEGIES, LLC
CRD #125729 SEC #801-118348 ITHACA, NY 607-275-1275
SEC Registered
Total AUM
$183.8M
Discretionary
$114.6M
Employees
6
Clients
101
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $183.8M | $114.6M | $69.2M | 6 | 25 |
| Feb 2025 | $183.8M | $114.6M | $69.2M | 7 | 25 |
| Feb 2024 | $145.4M | $62.9M | $82.5M | 7 | 21 |
| Nov 2023 | $61.5M | $54.5M | $6.9M | 6 | 7 |
| Feb 2023 | $58.5M | $50.8M | $7.6M | 6 | 30 |
| Aug 2022 | $70.3M | $58.5M | $11.8M | 7 | 15 |
| Feb 2022 | $70.3M | $58.5M | $11.8M | 7 | 15 |
| Nov 2021 | $57M | $32.8M | $24.1M | 7 | 25 |
| Mar 2021 | $57M | $32.8M | $24.1M | 7 | 25 |
| Jun 2020 | $50.1M | $12.3M | $37.8M | 5 | 75 |
| Apr 2020 | $50.1M | $12.3M | $37.8M | 5 | 75 |
| Mar 2020 | $50.1M | $12.3M | $37.8M | 5 | 75 |
DateDec 2025
Total AUM$183.8M
Discretionary$114.6M
Non-Disc.$69.2M
Employees6
Clients25
DateFeb 2025
Total AUM$183.8M
Discretionary$114.6M
Non-Disc.$69.2M
Employees7
Clients25
DateFeb 2024
Total AUM$145.4M
Discretionary$62.9M
Non-Disc.$82.5M
Employees7
Clients21
DateNov 2023
Total AUM$61.5M
Discretionary$54.5M
Non-Disc.$6.9M
Employees6
Clients7
DateFeb 2023
Total AUM$58.5M
Discretionary$50.8M
Non-Disc.$7.6M
Employees6
Clients30
DateAug 2022
Total AUM$70.3M
Discretionary$58.5M
Non-Disc.$11.8M
Employees7
Clients15
DateFeb 2022
Total AUM$70.3M
Discretionary$58.5M
Non-Disc.$11.8M
Employees7
Clients15
DateNov 2021
Total AUM$57M
Discretionary$32.8M
Non-Disc.$24.1M
Employees7
Clients25
DateMar 2021
Total AUM$57M
Discretionary$32.8M
Non-Disc.$24.1M
Employees7
Clients25
DateJun 2020
Total AUM$50.1M
Discretionary$12.3M
Non-Disc.$37.8M
Employees5
Clients75
DateApr 2020
Total AUM$50.1M
Discretionary$12.3M
Non-Disc.$37.8M
Employees5
Clients75
DateMar 2020
Total AUM$50.1M
Discretionary$12.3M
Non-Disc.$37.8M
Employees5
Clients75