1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LEVERTY FINANCIAL GROUP, LLC

Map pinHUDSON, WI
Phone715-377-2080
NotebookSEC #801-119342
Total AUM
$676.8M
Employees
8
Clients
665

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 2ND STREET SOUTH
HUDSON
WI 54016
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
715-377-2080
Other Offices
1

ReceiptFinancials

Total AUM
$676.8M
Accounts
2,365
Discretionary
$669.9M
Accounts
2,232
Non-Discretionary
$6.9M
Accounts
133

ContactClients

View more in analytics →

Individual Clients
392
AUM
$131.7M
HNW Individual Clients
263
AUM
$539.1M
Pension/Profit Sharing Plan Clients
1
AUM
$631.4K
Charitable Organization Clients
3
AUM
$3.2M
Corporation or Business Clients
6
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLMNWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account