LEVEL FINANCIAL ADVISORS, INC.

9310 Transit Road
Suite 300
East Amherst, New York 14051
Tel: 716-634-6113

About LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC, formally registered with the SEC as LEVEL FINANCIAL ADVISORS, INC. The firm was established in 04/09/1981. They have over 2 offices throughout the country.

LEVEL FINANCIAL ADVISORS, INC. is a East Amherst, New York based Financial Planning firm with nearly $620,808,285 assets under management, offering retirement planning & investment advisory services to 1965 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110641
SEC#	801-15900
Assets Managed by Firm	$620,808,285
No. of Clients	1965
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1965	$620,808,285
Individuals (other than high net worth individuals)	424	$161,230,635
High net worth individuals	189	$459,577,650

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