Level Financial Advisors Inc


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Level Financial Advisors Inc
CRD #110641
SEC #801-15900
AUM $404.1 MM (100% Disc, 100% US)
Employees14 (57% Investors, 0% Brokers)
Address1412 Sweet Home Road
Amherst, NY 14228
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
KEN Stern & Associates Inc
CA 0.4
20/20 Capital Management Inc
CA 0.4
Valentine Capital the Retirement Planning Group Inc
CA 0.4
Asset Management Corporation
IL 0.4
TC Wealth Partners LLC
IL 0.4
Association Financial Services Inc
UT 0.4
Flynn Zito Capital Management LLC
NY 0.4
Glass Jacobson Investment Advisors LLC
MD 0.4
Anthony Fields & Associates
IL 0.4
Louis F Batmale DBA Alders Financial Solutions
CA 0.4
Terms of Service | Privacy Policy | User Guide