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LEVEL FOUR CAPITAL MANAGEMENT
12400 Coit Road
Suite 700
Dallas, Texas 75251
Tel: 866-834-1040
About LEVEL FOUR CAPITAL MANAGEMENT
LEVEL FOUR CAPITAL MANAGEMENT, formally registered with the SEC as LEVEL FOUR CAPITAL MANAGEMENT. The firm was established in 11/22/2019. They have over 2 offices throughout the country.
LEVEL FOUR CAPITAL MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $1,011,305,374 assets under management, offering retirement planning & investment advisory services to 3027 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304792 |
| SEC# | 801-117681 |
| Assets Managed by Firm | $1,011,305,374 |
| No. of Clients | 3027 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3027 | $1,011,305,374 |
| Individuals (other than high net worth individuals) | 1253 | $632,043,079 |
| High net worth individuals | 203 | $316,033,217 |
| Pension and profit sharing plans | 11 | $10,857,896 |
| Charitable organizations | 9 | $3,686,824 |
| Corporations or other businesses | 24 | $48,684,358 |
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