NEXT LEVEL PRIVATE LLC
Harrison, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, HARRISON
3 advisers found
Harrison, NY
AUM
$1.37B
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
Harrison, NY
AUM
$350.1M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
914-898-3694
Harrison, NY
AUM
$19.8M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-315-4755