NEXT LEVEL PRIVATE LLC

HARRISON, New York·3 registered advisors·CRD# 313247
SEC# 801-1221220(914) 431-5255
01

Firm Overview

AUM
$811M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEXT LEVEL PRIVATE LLC

3 registered advisors
Barry Peter Mitchell
HARRISON, New York
Catherine Marie Bluvol
HARRISON, New York
Elisabeth Magnus Mitchell
HARRISON, New York
05

Office Locations

HARRISON, New York
3 advisors

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Data sourced from SEC Form ADV filings. NEXT LEVEL PRIVATE LLC (CRD# 313247) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.