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LEVEL FINANCIAL ADVISORS, INC.

CRD 110641 · SEC 801-15900

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9310 TRANSIT ROAD, SUITE 300, EAST AMHERST, NY, 14051, United States

Phone

716-634-6113

Fax

716-810-9445

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$862.7M

Discretionary AUM

$837.8M

Team

15 total employees; 9 advisory reps; 15 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals463$195.0M
High net worth individuals242$667.7M

States served

CA, CO, GA, LA, MD, MA, NJ, NY, NC, PA, SC, VA, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD