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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Insight oakFoundation
- Established Date
- 04-01-2020
- Office Locations
- 1
Office Locations
About NEW Horizon Financial Strategies, LLC
New Horizon Financial Strategies is an independent, Ithaca-based fiduciary firm providing comprehensive financial planning and wealth management alongside in-house CPA/tax services and insurance & risk management for families and local businesses. The team aligns portfolios to clients’ time horizon, risk tolerance, and values, and offers a dedicated 403(b) management program for Cornell employees with ongoing monitoring as accounts grow.
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Owner & Executives
ANGELA MARIE ONEILL
Financial Advisor, PARTNER
- CRD
- #2969167
- Ownership
- 50% but less than 75%
Kevin Peter Tarnovski
Chief Compliance Officer
- CRD
- #6736564
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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PAUL ALEXANDER STREBEL
Financial Advisor, General Partner
- CRD
- #1331833
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $161,258,896 | $266,985 |
| Non-Discretionary | $55,907,615 | $117,207 |
| Total | $217,166,511 | $200,894 |
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Separately Managed Accounts
Total SMA Asset: $217,166,511
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,600,310,020 | 19.5% |
| Equity - Exchange | $500,609,801 | 6.1% |
| Corporate - Investment Grade | $1,953,198,896 | 23.8% |
| Private Funds | $2,068,092,948 | 25.2% |
| Cash | $1,214,594,271 | 14.8% |
| U.S. Government/Agency | $869,912,113 | 10.6% |
| Total | $8,206,718,049 | 100.0% |