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Building 2LEVEL PATHS LLC

Map pinROLLA, MO
Phone(573) 426-5770
NotebookSEC #801-69661
Total AUM
$20M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
619 PINE STREET
SUITE B
ROLLA
MO 65401
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(573) 426-5770

ReceiptFinancials

Total AUM
$20M
Accounts
48
Discretionary
$17.5M
Accounts
45
Non-Discretionary
$2.5M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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