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PROJECT LEVEL MANAGEMENT COMPANY, LLC

CHICAGO, IL · CRD 335704 · IAPD ↗ · 312-726-0140

$293.8MRegulatory AUM
8Advisory reps
50Employees
0Clients
n/aPlanning clients
4Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
December 2025 — PROJECT LEVEL MANAGEMENT COMPANY, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
June 2025 — PROJECT LEVEL MANAGEMENT COMPANY, LLC (CHICAGO, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.