N
CRD: 333053
NEW Horizon Retirement Advisors
Bloomfield Hills, MI, 48302
2485109923
$10.3M Total AUM
$10.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2024
- Office Locations
- 1
Office Locations
7 West Square Lake Road Bloomfield Hills MI
About NEW Horizon Retirement Advisors
NEW Horizon Retirement Advisors is a Bloomfield Hills-based RIA. The firm has been operating for 1 years. Managing $10.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$10.3M AVG AUM / ADVISOR
$205.3K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Capital
Investment Themes
Eagle Quantum
Investment Vehicles
Glacier capital
Services
Insight beacon North Ember Optima
Owner & Executives
K
Krisstin Petersmarck
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7475310
- Ownership
- 75% or more
(446) 489-3831
frontier.fusion@pathwaycapital.com
in linkedin.com/in/delta-insight
Showing 1 of 1 owners & executives
Unlock allContacts
E
Edward Joseph Petersmarck
--
- CRD
- #7134805
(875) 771-3167
quantum.momentum@primecapital.com
in linkedin.com/in/vector-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,266,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,266,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,266,000
Equity - Exchange:
23.4% Cash:
21.0% Corporate - Investment Grade:
38.9% U.S. Government/Agency:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $178,826,110 | 23.4% |
| Cash | $160,484,971 | 21.0% |
| Corporate - Investment Grade | $297,279,303 | 38.9% |
| U.S. Government/Agency | $127,623,762 | 16.7% |
| Total | $764,214,146 | 100.0% |