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MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES,LLC
CENTER VALLEY, Pennsylvania
·
6 registered advisors
·
CRD# 164197
SEC# 801-76841
0
610-419-9690
01
Firm Overview
AUM
$350M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
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
6 registered advisors
David Sean Markle
BETHLEHEM, Pennsylvania
CRD# 5025134
Donald Joseph Sledz
CENTER VALLEY, Pennsylvania
CRD# 3058322
Jason Robert Henninger
CENTER VALLEY, Pennsylvania
CRD# 2802899
John Bruce Levis
CENTER VALLEY, Pennsylvania
CRD# 2326190
Leslie Ann Childs
CENTER VALLEY, Pennsylvania
CRD# 6062188
William Michael Loftus
CENTER VALLEY, Pennsylvania
CRD# 6422452
05
Office Locations
CENTER VALLEY, Pennsylvania
5 advisors
BETHLEHEM, Pennsylvania
1 advisor
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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
.