LEVEL 5 CAPITAL PARTNERS, LLC

112 Krog St. Ne
Unit D135
Atlanta, Georgia 30307
Tel: (773) 590-0621

About LEVEL 5 CAPITAL PARTNERS, LLC

LEVEL 5 CAPITAL PARTNERS, LLC, formally registered with the SEC as LEVEL 5 CAPITAL PARTNERS, LLC. The firm was established in 08/03/2022. They have over 1 offices throughout the country.

LEVEL 5 CAPITAL PARTNERS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $427,269,000 assets under management, offering retirement planning & investment advisory services to 24 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304140
SEC#	801-126313
Assets Managed by Firm	$427,269,000
No. of Clients	24
No. of Advisors	27

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	24	$427,269,000

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