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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY, HARRISON
5 advisers found
WELCH CAPITAL PARTNERS LLC
Harrison, NY
AUM
$506.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-754-6077
SYKON CAPITAL LLC
Harrison, NY
AUM
$350.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
914-898-3694
LIGHTEDWAY ADVISORY SERVICES, INC.
Harrison, NY
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-747-4717
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