Level Financial Advisors, Inc.

RIASEC RegisteredEst. 1981

Total AUM

$975M

Discretionary

$953M

98% of AUM

Avg account

$435K

Accounts

2,242

Employees

16

Advisory reps

10

Firm details

Headquarters: East Amherst, New York
CRD number: 110641
Registered since: April 9, 1981
Website: levelfa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.31%
Individuals18.69%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Level Financial Advisors, Inc. is an independent registered investment adviser founded in 1981 and owned by an individual principal. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting, educational workshops, and periodic publications. Its fees are charged as a percentage of assets under management and also through hourly and fixed-fee engagements. Level identifies as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Accolades

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds96%
US Government Bonds2%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

Steven Elwell
Chief Investment OfficerCRD 6041661
Michael Heburn
Chief Operating OfficerCRD 6466072
Bethany Wagner
Chief ComplianceCRD 7887015

Contacts

3 of 7

Evan Loomis
Financial AdvisorCRD 5279085
Rosanne Braxton
PresidentCRD 4373612
Michael Angelucci
Financial AdvisorCRD 5431249

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 70

Active vs passive

$424M in ETFs

Passive

64%

$271M

Active

36%

$154M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$64.5M	93,946	15.21%

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Primary office

East Amherst, NY

Erie

Location

East Amherst, NY

Headquartered in East Amherst, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.

Metro area: Buffalo-Cheektowaga-Olean, NY
Region: Northeast
County: Erie
Address: 9310 Transit Rd
Time zone: ET (UTC-5)
Office locations

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