Level Partners Management Inc.

Level Partners Management Inc. (CRD# 107072) is a financial advisory firm headquartered in New Albany, OH. They manage $20,139,572 in 129 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $156,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Level Partners Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David R. Raeuchle
CRD#: 3132799
14 South High Street, New Albany, OH 43054
93
Wealthminder
score

David Raeuchle (CRD# 3132799) is an Investment Advisor Representative working at Level Partners Management Inc. in New Albany, OH and has over 11 years of experience in the finance industry.

2
Christopher J. Henneforth
CRD#: 3157633
14 South High Street, New Albany, OH 43054
76
Wealthminder
score

Christopher Henneforth (CRD# 3157633) is an Investment Advisor Representative working at Level Partners Management Inc. in New Albany, OH and has over 13 years of experience in the finance industry.

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