CRD: 139218
NEW Horizon Asset Management
HOT Springs, AR, 71901
5016552039
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
1 Employees
120 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2006
- Office Locations
- 1
Office Locations
1700 Malvern Avenue HOT Springs AR
About NEW Horizon Asset Management
NEW Horizon Asset Management is a HOT Springs-based RIA. The firm has been operating for 20 years. Managing $65.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
52 AVG AGE
$65.0M AVG AUM / ADVISOR
$541.7K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Oak
Investment Vehicles
Vector
Services
Bridge Signal Bridge zenith Pathway
Owner & Executives
CHAD RYAN AMERSON
President
- CRD
- #4268696
- Ownership
- 75% or more
(715) 937-5295
insight.horizon@valuecapital.com
in linkedin.com/in/oak-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,000,000
Equity - Exchange:
50.0% Cash:
50.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,800,474,303 | 50.0% |
| Cash | $1,800,474,302 | 50.0% |
| Total | $3,600,948,605 | 100.0% |