CUSTER MANAGEMENT INC DBA LEVEL PARTNERS
Total AUM
$28.2M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14 SOUTH HIGH STREET
NEW ALBANY
OH 43054
United States
NEW ALBANY
OH 43054
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Monday - Friday
Phone
614-855-9980
Financials
Total AUM
$28.2M
Accounts
131Discretionary
$28M
Accounts
130Non-Discretionary
$208.8K
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAOHTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.