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Home > Retirement Planners > new york > east amherst > LEVEL FINANCIAL ADVISORS, INC.
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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