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Building 2LEVATUS LLC

Map pinBOSTON, MA
Phone(617) 505-4710
NotebookSEC #801-128064
Total AUM
$173.9M
Employees
4
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 NEWBURY STREET
SUITE 503
BOSTON
MA 02116
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(617) 505-4710

ReceiptFinancials

Total AUM
$173.9M
Accounts
235
Discretionary
$138.8M
Accounts
172
Non-Discretionary
$35.1M
Accounts
63

ContactClients

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Individual Clients
11
AUM
$4.4M
HNW Individual Clients
35
AUM
$169.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHRIVA

HandshakeAffiliates

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

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