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NEXT LEVEL PRIVATE LLC
CRD 313247 · SEC 801-122122
500 MAMARONECK AVENUE, SUITE 501, HARRISON, NY, 10528, United States
Phone
(914) 431-5255
Fax
(914) 431-5267
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.37B
Discretionary AUM
$1.24B
Team
16 total employees; 10 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 571 | $269.0M |
| High net worth individuals | 228 | $968.2M |
| Pension/profit sharing plans | 34 | $125.4M |
| Corporations/business entities | 8 | $5.6M |
States served
AZ, CA, CO, GA, IL, MA, NE, NJ, NY, NC, PA, SC, TN, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD