Levy Wealth Management Group
Levy Wealth Management Group (CRD# 305766) is a financial advisory firm headquartered in Philadelphia, PA. They manage $795,665,304 in 1,056 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management796MILLION
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Total Number of Accounts1,056ACCOUNTS
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Average Account Value$753,471
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, LA, MD, NJ, NY, PA, TX, VA
Ryan Hogg (CRD# 5307698) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 16 years of experience in the finance industry.
Timothy Decarolis (CRD# 7373508) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 2 years of experience in the finance industry.
Rexford Schilgen (CRD# 6534449) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 2 years of experience in the finance industry.