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MB, LEVIS & ASSOCIATES,LLC
CRD 164197 · SEC 801-76841
4647 SAUCON CREEK ROAD, SUITE 101, CENTER VALLEY, PA, 18034, United States
Phone
610-419-9690
Fax
610-419-9691
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.6M
Discretionary AUM
$411.6M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $39.9M |
| High net worth individuals | 78 | $364.4M |
States served
NJ, NY, NC, PA, TX
All web addresses on file
Official SEC filing: View on IAPD