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NEW HORIZON FINANCIAL STRATEGIES, LLC
NEW HORIZON FINANCIAL STRATEGIES, LLC
ITHACA, New York
·
3 registered advisors
·
CRD# 125729
SEC# 801-118348
0
607-275-1275
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at NEW HORIZON FINANCIAL STRATEGIES, LLC
3 registered advisors
Angela Marie Oneill
ITHACA, New York
CRD# 2969167
Kevin Peter Tarnovski
ITHACA, New York
CRD# 6736564
Paul Alexander Strebel
ITHACA, New York
CRD# 1331833
05
Office Locations
ITHACA, New York
3 advisors
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Data sourced from SEC Form ADV filings. NEW HORIZON FINANCIAL STRATEGIES, LLC (CRD# 125729) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.