CUSTER MANAGEMENT INC

CUSTER MANAGEMENT INC DBA LEVEL PARTNERS

NEW ALBANY, Ohio·3 registered advisors·CRD# 107072

SEC# 801-38106614-855-9980

01

Firm Overview

AUM

$28M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Commissions

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CUSTER MANAGEMENT INC

3 registered advisors

Christopher Jeremy Henneforth

NEW ALBANY, Ohio

David Randal Raeuchle

NEW ALBANY, Ohio

Martha Kathryn Kashner

NEW ALBANY, Ohio

05

Office Locations

NEW ALBANY, Ohio

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Data sourced from SEC Form ADV filings. CUSTER MANAGEMENT INC (CRD# 107072) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.