Mb, Levis & Associates,llc
Mb, Levis & Associates,llc (CRD# 164197) is a financial advisory firm headquartered in Center Valley, PA. They manage $349,621,078 in 578 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management350MILLION
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Total Number of Accounts578ACCOUNTS
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Average Account Value$604,881
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, NH, NJ, NY, PA, TX
Financial Advisors at Mb, Levis & Associates,llc
1
Jason Henninger (CRD# 2802899) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 27 years of experience in the finance industry.
2
John Levis (CRD# 2326190) is an Investment Advisor Representative working at Mb, Levis & Associates,llc in Center Valley, PA and has over 29 years of experience in the finance industry.
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