Level Financial Advisors, Inc.
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
FINTRXOverview
Level Financial Advisors, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1981. The firm serves individuals and families and offers a mix of financial planning, discretionary portfolio management, pension consulting, and educational outreach including published newsletters and workshops. Compensation is delivered through asset-based fees as well as hourly and fixed-fee arrangements. Level describes itself as an active ESG investor and incorporates environmental, social, and governance considerations into its investment approach. The firm was recognized as a Top RIA Firm by FA Magazine in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$406M in ETFs
66%
$269M
34%
$137M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $65.4M | 93,247 | 16.09% |
Location
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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