Level Financial Advisors Review


Trust Score 96%
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Last updated: May 21st, 2019. Data source: SEC filings.

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 $393.7 million and provides investment advisory services for 622 clients (1:311 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 $632,985
Hybrid Advisor No
Disciplinary History No
Total AUM $393.7 million
Advisor / Client Ratio 1:311
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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