Mb, Levis & Associates,LLC
Firm details
- Headquarters
- Center Valley, Pennsylvania
- CRD number
- 164197
- Registered since
- June 27, 2012
- Website
- www.mblevis.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.53%
- Individuals9.69%
- Charitable Organizations1.15%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mb, Levis & Associates, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2012. The firm serves individual and family clients and provides financial planning along with portfolio management for individuals, small businesses, and institutional/business clients. Its fees combine a percentage-of-assets model with fixed-fee arrangements. The firm does not identify as an active ESG investor, is not multi-state registered, and does not report acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 5
Donald Sledz
Portfolio ManagerCRD 3058322
William Loftus
ShareholderCRD 6422452
Jason Henninger
Director Of Portfolio ManagementCRD 2802899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$222M in ETFs
63%
$140M
12%
$81.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $22.9M | 66,504 | 10.31% |
Location
Center Valley, PA
Lehigh
Location
Center Valley, PA
Headquartered in Center Valley, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 4647 Saucon Creek Rd
- Time zone
- ET (UTC-5)
- Office locations
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