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NEW HORIZON FINANCIAL STRATEGIES, LLC

SEC Form ADV profile.

Total regulatory AUM
$217,166,511
Discretionary
$161,258,896
Non-discretionary
$55,907,615

Firm details

CRD number
125729
SEC file number
801-118348
Main office
ITHACA, NY, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.