NEW HORIZON FINANCIAL STRATEGIES, LLC - Financial Advisor in New York, Ithaca

Tel: 607-275-1275 944 Dryden Road Ithaca, New York 14850

About NEW HORIZON FINANCIAL STRATEGIES, LLC

NEW HORIZON FINANCIAL STRATEGIES, LLC is a Ithaca, New York based financial advisory firm with nearly $183,828,471 in assets under management and provides investment advisory services for 975 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

125729

Firm SEC#:

801-118348

Assets Under Management:

$183,828,471

No. of Clients:

975

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New York?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New York, Ithaca

FirmCRD#:145355

SEC#:801-68467

No. of Advisors:6

No. of Clients:1228

AUM:$492,150,125

FirmCRD#:149709

SEC#:801-69987

No. of Advisors:3

No. of Clients:1374

AUM:$184,536,327

FirmCRD#:159862

SEC#:801-72949

No. of Advisors:4

No. of Clients:521

AUM:$102,618,190

FirmCRD#:124600

SEC#:801-79631

No. of Advisors:4

No. of Clients:73

AUM:$50,395,603

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CORNELL POCHILY INVESTMENT ADVISORS, INC.

145355

801-68467

1228

$492,150,125

FINGERLAKES WEALTH MANAGEMENT, INC.

149709

801-69987

1374

$184,536,327

MERRYFIELD BARNES, LLC

159862

801-72949

521

$102,618,190

ANCHOR CAPITAL MANAGEMENT, LLC

124600

801-79631

$50,395,603

Explore More Financial Advisor Firms in Ithaca, New York >>