Unclaimed Profile

William Michael Loftus

MB, LEVIS & ASSOCIATES,LLC·CENTER VALLEY, Pennsylvania

Clean recordMB, LEVIS & ASSOCIATES,LLC

4647 SAUCON CREEK ROAD, CENTER VALLEY, PA 18034CRD# 6422452Firm CRD# 164197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Michael Loftus · CENTER VALLEY, PA

Registration

CRD #6422452 · MB, LEVIS & ASSOCIATES,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Michael Loftus 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MB, LEVIS & ASSOCIATES,LLC

AUM

$350M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6422452

Firm CRD# 164197

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Frequently Asked Questions

What services does William Michael Loftus offer?

William Michael Loftus specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CENTER VALLEY, Pennsylvania for a consultation.

What are William Michael Loftus's credentials?

William Michael Loftus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Michael Loftus located?

William Michael Loftus 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 William Michael Loftus charge for services?

William Michael Loftus'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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