LEVEL ONE FUND

66 West Flagler Street
Suite 900 - #9544
Miami, Florida 33130
Tel: 786-796-7095

About LEVEL ONE FUND

LEVEL ONE FUND, formally registered with the SEC as LEVEL ONE FUND. The firm was established in 08/11/2023. They have over 1 offices throughout the country.

LEVEL ONE FUND is a Miami, Florida based Financial Planning firm with nearly $196,408,993 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316294
SEC#	801-128568
Assets Managed by Firm	$196,408,993
No. of Clients	2
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$196,408,993

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