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 organized as a limited liability company. The firm is SEC-registered (2012) and serves primarily individual and family clients. Its advisory services combine financial planning with portfolio management for individuals, small businesses, and institutional/business clients. The firm charges fees on a percentage-of-AUM basis and may also use fixed fees for some engagements. According to FINTRX data, Mb, Levis & Associates is not characterized as an active ESG investor.
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
John Levis
PresidentCRD 2326190
Jason Henninger
Director Of Portfolio ManagementCRD 2802899
Leslie Childs
Director of OperationsCRD 6062188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$224M in ETFs
60%
$134M
13%
$89.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR LARGE-CAP INDEX FUND (VV) | Vanguard | Passive | Large Blend | $24.4M | 69,388 | 10.90% |
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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