MB, LEVIS & ASSOCIATES,LLC

CENTER VALLEY, Pennsylvania·3 registered advisors·CRD# 164197

SEC# 801-768410610-419-9690

01

Firm Overview

AUM

$350M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at MB, LEVIS & ASSOCIATES,LLC

3 registered advisors

David Sean Markle

BETHLEHEM, Pennsylvania

Jason Robert Henninger

CENTER VALLEY, Pennsylvania

John Bruce Levis

CENTER VALLEY, Pennsylvania

05

Office Locations

CENTER VALLEY, Pennsylvania

BETHLEHEM, Pennsylvania

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. MB, LEVIS & ASSOCIATES,LLC (CRD# 164197) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.