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Home > Retirement Planners > wisconsin > hudson > LEVERTY FINANCIAL GROUP, LLC
LEVERTY FINANCIAL GROUP, LLC
201 2nd Street South
Hudson, Wisconsin 54016
Tel: 715-377-2080
About LEVERTY FINANCIAL GROUP, LLC
LEVERTY FINANCIAL GROUP, LLC, formally registered with the SEC as LEVERTY FINANCIAL GROUP, LLC. The firm was established in 08/27/2020. They have over 2 offices throughout the country.
LEVERTY FINANCIAL GROUP, LLC is a Hudson, Wisconsin based Financial Planning firm with nearly $567,398,554 assets under management, offering retirement planning & investment advisory services to 2397 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310258 |
| SEC# | 801-119342 |
| Assets Managed by Firm | $567,398,554 |
| No. of Clients | 2397 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2397 | $567,398,554 |
| Individuals (other than high net worth individuals) | 399 | $147,888,478 |
| High net worth individuals | 214 | $415,390,362 |
| Pension and profit sharing plans | 1 | $404,443 |
| Charitable organizations | 3 | $2,801,055 |
| Corporations or other businesses | 2 | $914,216 |
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