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NEW HORIZON FINANCIAL STRATEGIES, LLC

ITHACA, NY · CRD 125729 · IAPD ↗ · strebelcpa.com · 607-275-1275

$217.2MRegulatory AUM
6Advisory reps
7Employees
25Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — NEW HORIZON FINANCIAL STRATEGIES, LLC reported RAUM up 26% ($145.4M -> $183.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — NEW HORIZON FINANCIAL STRATEGIES, LLC reported RAUM up 137% ($61.5M -> $145.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.