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| MB Levis & Associates LLC
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|
|---|---|
| CRD # | 164197 |
| SEC # | 801-76841 |
| CIK # | 0002065807 |
| AUM | $374.8 M (2025-02-12) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 610-419-9690 |
| Address | 4647 Saucon Creek Road Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 5.6 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Apple Inc | 4.1 | ||
| Caterpillar Inc | 3.0 | ||
| Automatic Data Processing Inc | 2.7 | ||
| Lowes Companies Inc | 2.4 | ||
| Abbott Laboratories | 2.3 | ||
| Emerson Electric Co | 2.0 | ||
| Qualcomm Inc/DE | 2.0 | ||
| Procter & Gamble Co | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 37.0 |
| (b) Individuals (high net worth individuals) | 78 | 331.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 573 | 374.8 |
| By Discretionary | ||
| Discretionary | 573 | 374.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 573 | 374.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 374.8 | |
| Total | 573 | 374.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002065807] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.4 |
|
Quad-Cities Investment Group LLC
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IA | 0.4 |
|
Quantum Private Wealth LLC
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FL | 0.4 |
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Genesee Capital Advisors LLC
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NY | 0.4 |
|
Flagstone Financial Management LLC
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NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
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|
LA | 0.4 |
|
Lucas Group Financial Planners Inc
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|
CA | 0.4 |
|
Lifesteps Financial Inc
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|
CA | 0.4 |
|
Carnegie Lake Advisors LLC
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|
NJ | 0.4 |