Level Financial Advisors Inc

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CAFR Data
Level Financial Advisors Inc
CRD #110641
SEC #801-15900
CIK #
AUM $404.1 MM (100% Disc, 100% US)
Employees14 (57% Investors, 0% Brokers)
Phone716-634-6113
Address1412 Sweet Home Road
Amherst, NY 14228
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
4053242431628102000200620132020
Comparable Firms State AUM ($BB)
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TC Wealth Partners LLC
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Association Financial Services Inc
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Flynn Zito Capital Management LLC
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Glass Jacobson Investment Advisors LLC
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Anthony Fields & Associates
IL 0.4
Louis F Batmale DBA Alders Financial Solutions
CA 0.4
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