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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Level Financial Advisors Inc
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|---|---|
| CRD # | 110641 |
| SEC # | 801-15900 |
| CIK # | 0001871734 |
| AUM | $684.2 M (2025-04-10) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 716-634-6113 |
| Address | 9310 Transit Road East Amherst, NY 14051 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Procter & Gamble Co | 5.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 422 | 161.3 |
| (b) Individuals (high net worth individuals) | 206 | 522.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,957 | 684.2 |
| By Discretionary | ||
| Discretionary | 1,957 | 684.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,957 | 684.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 684.2 | |
| Total | 1,957 | 684.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001871734] |
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|---|---|---|
|
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✚
|
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|
PSI Advisors LLC
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|
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|
Integrity Financial Corporation
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|
First Kentucky Securities Corporation
✚
|
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|
Beacon Financial Advisory LLC
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|
Capital Planning LLC
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|
Flynn Zito Capital Management LLC
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