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John Bruce Levis

MB, LEVIS & ASSOCIATES,LLC·CENTER VALLEY, Pennsylvania
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4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 2326190Firm CRD# 164197
01

About

John Bruce Levis is a registered financial advisor based in CENTER VALLEY, Pennsylvania, affiliated with MB, LEVIS & ASSOCIATES,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES,LLC
AUM
$350M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MB, LEVIS & ASSOCIATES,LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2326190
Firm CRD# 164197
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Bruce Levis offer?
John Bruce Levis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.
What are John Bruce Levis's credentials?
John Bruce Levis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Bruce Levis located?
John Bruce Levis is based in CENTER VALLEY, Pennsylvania, working with MB, LEVIS & ASSOCIATES,LLC. Their office serves clients in the CENTER VALLEY metropolitan area and surrounding communities.
How does John Bruce Levis charge for services?
John Bruce Levis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MB, LEVIS & ASSOCIATES,LLC?
MB, LEVIS & ASSOCIATES,LLC has approximately 4 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CENTER VALLEY
Jason Robert Henninger — MB, LEVIS & ASSOCIATES,LLCHerman Lubomir Rij — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCJason Brewer Cort — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCKori Rij Lannon — QUADRANT PRIVATE WEALTH MANAGEMENT, LLCLeslie Ann Childs — MB, LEVIS & ASSOCIATES,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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