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Building 2NEXT LEVEL PRIVATE LLC

Map pinHARRISON, NY
Phone(914) 431-5255
NotebookSEC #801-122122
Total AUM
$1.4B
Employees
16
Clients
842

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 MAMARONECK AVENUE
SUITE 501
HARRISON
NY 10528
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(914) 431-5255

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,693
Discretionary
$1.2B
Accounts
2,659
Non-Discretionary
$125.4M
Accounts
34

ContactClients

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Individual Clients
571
AUM
$269M
HNW Individual Clients
228
AUM
$968.2M
Pension/Profit Sharing Plan Clients
34
AUM
$125.4M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
8
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMANCNENJNYPASCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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