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MB Levis & Associates LLC
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CRD # | 164197 |
SEC # | 801-76841 |
CIK # | |
AUM | $349.6 MM (2024-03-21) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 610-419-9690 |
Address | 4647 Saucon Creek Road Center Valley, PA 18034 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 103 | 40.2 |
(b) Individuals (high net worth individuals) | 73 | 303.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 4.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 578 | 349.6 |
By Discretionary | ||
Discretionary | 578 | 349.6 |
Non-Discretionary | 0 | 0.0 |
Total | 578 | 349.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 349.6 | |
Total | 578 | 349.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Biltmore Wealth Management LLC
✚
|
AZ | 0.4 |
Eight 31 Financial LLC
✚
|
TX | 0.4 |
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
Mayport LLC
✚
|
MA | 0.4 |
BR Capital Advisors LLC
✚
|
FL | 0.4 |
Castle Wealth Management LLC
✚
|
FL | 0.4 |
Equinum LLC
✚
|
NY | 0.3 |
KG&L Capital Management LLC
✚
|
LA | 0.3 |
Independence Financial Advisors LLC
✚
|
NH | 0.3 |
Oak Asset Management LLC
✚
|
CA | 0.3 |