Sign in
Create a free account
LEVEL FOUR ADVISORY SERVICES
DALLAS, TX
972-665-0878
SEC #801-66368Total AUM
$6.5B
Employees
136Clients
15,720Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12400 COIT ROAD
SUITE 700
DALLAS
TX 75251
United States
SUITE 700
DALLAS
TX 75251
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
972-665-0878
Other Offices
70
Financials
Total AUM
$6.5B
Accounts
15,720Discretionary
$5.9B
Accounts
14,748Non-Discretionary
$659.6M
Accounts
972
Clients
Individual Clients
9,889AUM
$1.6B
HNW Individual Clients
5,075AUM
$3.2B
Pension/Profit Sharing Plan Clients
537AUM
$1.4B
Charitable Organization Clients
67AUM
$56.5M
Corporation or Business Clients
152AUM
$283.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES - PORTION OF ASSETS MANAGED BY OTHER ADVISORS
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.