MB, LEVIS & ASSOCIATES,LLC - Financial Advisor in Pennsylvania, Center Valley

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

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