Mb, Levis & Associates,LLC is a large advisory firm based in Center Valley. It manages $231.7 million of regulatory assets for 513 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New Jersey, New Mexico, Pennsylvania, and Texas.
Mb, Levis & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mb, Levis & Associates,LLC is $231.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mb, Levis & Associates,LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of John Bruce Levis is high net worth individuals with 57 clients and $194.75 million of assets under management. Among the 11 most similar advisory firms, Mb, Levis & Associates has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $231.7 million for 138 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mb, Levis & Associates doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Bruce Levis has been acting as President since 1 Jul 2012. Donald Joseph Sledz joined the executive team most recently as the Shareholder.
The principal office where Mb, Levis & Associates,LLC performs its advisory services is located at 4647 Saucon Valley Road, Center Valley, PA 18034, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-419-9690 or by fax 610-419-9691. The normal business hours are 745-445 on Monday - Friday. You can find more information about the New York firm at mblevis.com.