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Building 2CUSTER MANAGEMENT INC DBA LEVEL PARTNERS

Map pinNEW ALBANY, OH
Phone614-855-9980
NotebookSEC #801-38106
Total AUM
$28.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14 SOUTH HIGH STREET
NEW ALBANY
OH 43054
United States
Operating Hours
8:30AM-5:30PM
Monday - Friday
Phone
614-855-9980

ReceiptFinancials

Total AUM
$28.2M
Accounts
131
Discretionary
$28M
Accounts
130
Non-Discretionary
$208.8K
Accounts
1

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOHTX

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

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