MB, LEVIS & ASSOCIATES,LLC

4647 Saucon Creek Road
Suite 101
Center Valley, Pennsylvania 18034
Tel: 610-419-9690

About MB, LEVIS & ASSOCIATES,LLC

MB, LEVIS & ASSOCIATES,LLC, formally registered with the SEC as MB, LEVIS & ASSOCIATES,LLC. The firm was established in 06/27/2012. They have over 1 offices throughout the country.

MB, LEVIS & ASSOCIATES,LLC is a Center Valley, Pennsylvania based Financial Planning firm with nearly $374,821,801 assets under management, offering retirement planning & investment advisory services to 573 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164197
SEC#	801-76841
Assets Managed by Firm	$374,821,801
No. of Clients	573
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	573	$374,821,801
Individuals (other than high net worth individuals)	95	$37,002,113
High net worth individuals	78	$331,128,715
Charitable organizations	Fewer than 5 clients	$4,682,688
Corporations or other businesses	Fewer than 5 clients	$2,008,285

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FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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