LEVEL FINANCIAL ADVISORS, INC. - Financial Advisor in New York, East Amherst

Tel: 716-634-6113 9310 Transit Road Suite 300 East Amherst, New York 14051

About LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. is a East Amherst, New York based financial advisory firm with nearly $620,808,285 in assets under management and provides investment advisory services for 1965 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

110641

Firm SEC#:

801-15900

Assets Under Management:

$620,808,285

No. of Clients:

1965

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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