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Building 2MB, LEVIS & ASSOCIATES,LLC

Map pinCENTER VALLEY, PA
Phone610-419-9690
NotebookSEC #801-76841
Total AUM
$411.6M
Employees
4
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4647 SAUCON CREEK ROAD
SUITE 101
CENTER VALLEY
PA 18034
United States
Operating Hours
800-445
Monday - Friday
Phone
610-419-9690

ReceiptFinancials

Total AUM
$411.6M
Accounts
575
Discretionary
$411.6M
Accounts
575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
92
AUM
$39.9M
HNW Individual Clients
78
AUM
$364.4M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJNYPATX

HandshakeAffiliates

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

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