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Home > Retirement Planners > new york > harrison > NEXT LEVEL PRIVATE LLC
NEXT LEVEL PRIVATE LLC
500 Mamaroneck Avenue
Suite 501
Harrison, New York 10528
Tel: (914) 431-5255
About NEXT LEVEL PRIVATE LLC
NEXT LEVEL PRIVATE LLC, formally registered with the SEC as NEXT LEVEL PRIVATE LLC. The firm was established in 08/18/2021. They have over 1 offices throughout the country.
NEXT LEVEL PRIVATE LLC is a Harrison, New York based Financial Planning firm with nearly $810,706,000 assets under management, offering retirement planning & investment advisory services to 2026 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313247 |
| SEC# | 801-122122 |
| Assets Managed by Firm | $810,706,000 |
| No. of Clients | 2026 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2026 | $810,706,000 |
| Individuals (other than high net worth individuals) | 340 | $95,356,000 |
| High net worth individuals | 230 | $684,126,000 |
| Pension and profit sharing plans | 16 | $29,072,000 |
| Charitable organizations | Fewer than 5 clients | $1,683,000 |
| Corporations or other businesses | Fewer than 5 clients | $469,000 |
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