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Building 2LEVEL FINANCIAL ADVISORS, INC.

Map pinEAST AMHERST, NY
Phone716-634-6113
NotebookSEC #801-15900
Total AUM
$862.7M
Employees
15
Clients
705

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9310 TRANSIT ROAD
SUITE 300
EAST AMHERST
NY 14051
United States
Operating Hours
8:30A.M.- 5P.M.
Monday - Friday
Phone
716-634-6113
Other Offices
5

ReceiptFinancials

Total AUM
$862.7M
Accounts
2,137
Discretionary
$837.8M
Accounts
2,080
Non-Discretionary
$24.9M
Accounts
57

ContactClients

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Individual Clients
463
AUM
$195M
HNW Individual Clients
242
AUM
$667.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLAMAMDNCNHNJNYPASCTXVAWA

HandshakeAffiliates

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

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