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Building 2LEVY WEALTH MANAGEMENT GROUP

Map pinPHILADELPHIA, PA
Phone215-875-8720
NotebookSEC #801-117756
Total AUM
$943.4M
Employees
14
Clients
766

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1818 MARKET STREET
SUITE 3232
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
215-875-8720

ReceiptFinancials

Total AUM
$943.4M
Accounts
1,175
Discretionary
$943.4M
Accounts
1,175
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
244
AUM
$59.4M
HNW Individual Clients
422
AUM
$674.9M
Pension/Profit Sharing Plan Clients
59
AUM
$80.9M
Charitable Organization Clients
10
AUM
$9.7M
Corporation or Business Clients
31
AUM
$118.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLLAMDNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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