MB, LEVIS & ASSOCIATES,LLC

RIASEC RegisteredEst. 2012
Total AUM
$412M
Discretionary
$412M
100% of AUM
Avg account
$716K
Accounts
575
Employees
4
Advisory reps
5

Firm details

Headquarters
CENTER VALLEY, Pennsylvania
CRD number
164197
Registered since
June 27, 2012
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

FINTRX

Overview

Mb, Levis & Associates, LLC is an independent, SEC‑registered advisory firm organized as an LLC and registered in 2012. The firm serves individual and family clients, charging a combination of asset‑based fees and fixed fees. Core advisory services center on financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm does not classify itself as a capital allocator, does not report being an active ESG investor, and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, State & Local Bonds 2%80%
  • 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

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 67

Active vs passive

$195M in ETFs

Passive

67%

$131M

Active

12%

$64.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$20M265,80710.21%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth