Level Paths LLC
Level Paths LLC (CRD# 148525) is a financial advisory firm headquartered in Rolla, MO. They manage $33,709,020 in 331 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts331ACCOUNTS
Average Account Value$101,840
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, MO, TX
Mark Riefer (CRD# 2074727) is an Investment Advisor Representative working at Level Paths LLC in Rolla, MO and has over 26 years of experience in the finance industry.