New Horizon Financial Strategies, LLC

$217.2MAssets under management
as of Mar 2026 · SEC Form ADV
Ithaca, NY
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Tech stack

No one at New Horizon Financial Strategies, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $27M held · filed Feb 2024
Fidelity
Per Form ADV · $20M held · filed Feb 2024
AssetMark
Per Form ADV · $19M held · filed Feb 2024
American Funds Distributors, Inc.
Per Form ADV · $15M held · filed Feb 2024