MB, LEVIS & ASSOCIATES,LLC
Tel: 610-419-9690 4647 Saucon Creek Road Suite 101 Center Valley, Pennsylvania 18034
About MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES,LLC is a Center Valley, Pennsylvania based financial advisory firm with nearly $374,821,801 in assets under management and provides investment advisory services for 573 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
164197
Firm SEC#:
801-76841
Assets Under Management:
$374,821,801
No. of Clients:
573
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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