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| Level Four Advisory Services LLC
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| |
|---|---|
| CRD # | 134086 |
| SEC # | 801-66368 |
| CIK # | 0001696715 |
| AUM | $4.3 BB (2024-03-27) |
| Employees | 148 (81% Investors, 82% Brokers) |
| Phone | 972-665-0878 |
| Address | 12400 Coit Road Dallas, TX 75251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| CAG | 16.3 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| ABBV | 269.5 | 0.0 | |
| META | 434.9 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,368 | 1.6 |
| (b) Individuals (high net worth individuals) | 607 | 1.8 |
| (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 | 398 | 0.8 |
| (h) Charitable organizations | 34 | 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 | 58 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 11,667 | 4.3 |
| By Discretionary | ||
| Discretionary | 10,157 | 3.6 |
| Non-Discretionary | 1,510 | 0.8 |
| Total | 11,667 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 11,667 | 4.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001696715] |
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|---|---|---|
|
Pension Consultants Inc
✚
|
MO | 4.4 |
|
Alesco Advisors LLC
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NY | 4.4 |
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Veratis Advisors Inc
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Procourse Fiduciary Advisors LLC
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Baker Tilly Wealth Management LLC
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Concourse Financial Group Securities Inc
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|
Beacon Capital Management Inc
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OH | 4.3 |
|
Linscomb & Williams Inc
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TX | 4.3 |
|
Stratos Wealth Advisors LLC
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OH | 4.2 |
|
Integrated Advisors Network LLC
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TX | 4.2 |