Investment adviser · CRD 169844

NEXT HORIZON ADVISORS LLC

Investment adviser filing (IA)

PRINCETON, NJ, United States · Form ADV filed Mar 24, 2022

Regulatory AUM: $202M
Client accounts: 293
Employees: 4
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	52	$185,931,949	91.8%
Individuals	18	$7,383,124	3.6%
Investment companies	3	$7,343,818	3.6%
Charities	Fewer than 5	$1,833,158	0.9%
Banks & thrifts	Fewer than 5	$0	0.0%
Retirement plans	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Corporations & businesses	Fewer than 5	$0	0.0%

Filing source

Form ADV 1627936 · Mar 24, 2022 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2022. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

103 CARNEGIE CENTER DRIVE, SUITE 300
PRINCETON, NJ, 08540, United States

CRD 169844

Filing source

Form ADV 1627936 · Mar 24, 2022 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.