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Mark Levy

JEMSTEP, INC.·LOS ALTOS, California
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5150 EL CAMINO REAL SUITE C20, LOS ALTOS, CA 94022CRD# 6317242Firm CRD# 151692
01

About

Mark Levy is a registered financial advisor based in LOS ALTOS, California, affiliated with JEMSTEP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
INTELLIFLO ADVISERS, INC.
INTELLIFLO ADVISERS, INC.
AUM
$91M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at INTELLIFLO ADVISERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: TECHNOLOGY FEES BASED ON AUM, FEES BASED ON OVERLAY SERVICES
Regulatory
SEC/IARD CRD# 6317242
Firm CRD# 151692
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Levy offer?
Mark Levy specializes in Investment Management, Wealth Management. Contact their office in LOS ALTOS, California for a consultation.
What are Mark Levy's credentials?
Mark Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Levy located?
Mark Levy is based in LOS ALTOS, California, working with JEMSTEP, INC.. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Mark Levy charge for services?
Mark Levy's firm is compensated through percentage of aum, subscription fees, other: technology fees based on aum, fees based on overlay services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JEMSTEP, INC.?
JEMSTEP, INC. has approximately 5 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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