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

More Retirement Planning firms in Center Valley, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
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
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Center Valley, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.