Level Financial Advisors Review

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Level Financial Advisors, federally registered in 1981, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 2 advisors. Level Financial Advisors manages $404.1 million and provides investment advisory services for 646 clients (1:323 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $625,608
Hybrid Advisor No
Disciplinary History No
Total AUM $404.1 million
Advisor / Client Ratio 1:323
Headquarters Amherst, NY
SEC Filings Forms and Brochures    (CRD # 110641)
State(s) Registered CA, CO, FL, GA, LA, MD, MA, NJ, NY, NC, PA, SC, TX, VA, WA

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