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Michael Steven Leavitt

BENCH WALK ADVISORS LLC·WILMINGTON, Delaware
Unclaimed Profile
123 JUSTISON ST, WILMINGTON, DE 19801CRD# 5316698Firm CRD# 313945
01

About

Michael Steven Leavitt is a registered financial advisor based in WILMINGTON, Delaware, affiliated with BENCH WALK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
BENCH WALK ADVISORS LLC
BENCH WALK ADVISORS LLC
AUM
$333M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at BENCH WALK ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5316698
Firm CRD# 313945
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Steven Leavitt offer?
Michael Steven Leavitt specializes in Retirement Planning. Contact their office in WILMINGTON, Delaware for a consultation.
What are Michael Steven Leavitt's credentials?
Michael Steven Leavitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Steven Leavitt located?
Michael Steven Leavitt is based in WILMINGTON, Delaware, working with BENCH WALK ADVISORS LLC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Michael Steven Leavitt charge for services?
Michael Steven Leavitt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BENCH WALK ADVISORS LLC?
BENCH WALK ADVISORS LLC has approximately 15 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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