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 Wealth Management advisors in NY, HARRISON
7 advisers found
FRESHFORD CAPITAL MANAGEMENT, LLC
Harrison, NY
AUM
$581.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-949-0250
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
BESPOKE INVESTMENT GROUP, LLC
Harrison, NY
AUM
$101.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
914-315-1248
GREENLIFE ADVISORS, LLC
Harrison, NY
AUM
$19.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-315-4755