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| Happy Holidays!! thanks for using AUM13F!! |
| Level Four Advisory Services LLC
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| CRD # | 134086 |
| SEC # | 801-66368 |
| CIK # | 0001696715 |
| AUM | $5.3 B (2025-03-27) |
| Employees | 132 (87% Investors, 60% Brokers) |
| Phone | 972-665-0878 |
| Address | 12400 Coit Road Dallas, TX 75251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001696715 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Conagra Foods Inc /DE/ | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Snowflake Inc | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,223 | 2.3 |
| (b) Individuals (high net worth individuals) | 1,642 | 1.7 |
| (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 | 428 | 1.1 |
| (h) Charitable organizations | 46 | 0.0 |
| (i) State or municipal government entities | 3 | 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 | 168 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 14,510 | 5.3 |
| By Discretionary | ||
| Discretionary | 13,408 | 4.8 |
| Non-Discretionary | 1,102 | 0.5 |
| Total | 14,510 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 14,510 | 5.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001696715] |
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|---|---|---|
|
Sigma Planning Corporation
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MI | 5.7 |
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Geneos Wealth Management Inc
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CO | 5.6 |
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Frontier Asset Management LLC
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WY | 5.3 |
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Dynamic Advisor Solutions LLC
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AZ | 5.3 |
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Index Fund Advisors Inc
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CA | 5.3 |
|
Asset Strategy Consultants LLC
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MD | 5.2 |
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Todd Asset Management LLC
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KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
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IN | 5.1 |
|
SVB Wealth LLC
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MA | 5.0 |
|
Richard Bernstein Advisors LLC
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|
NY | 5.0 |