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Building 2LEVO ADVISER, LLC

Map pin
Phone801-441-7772
NotebookSEC #801-122553
Total AUM
$405.8K
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
11:00 A.M. - 6:00 P.M. EST
Monday - Friday
Phone
801-441-7772

ReceiptFinancials

Total AUM
$405.8K
Accounts
2
Discretionary
$405.8K
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$252K
Pooled Vehicle Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$153.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TNUT

HandshakeAffiliates

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

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