MB, LEVIS & ASSOCIATES,LLC
Firm details
- Headquarters
- CENTER VALLEY, Pennsylvania
- CRD number
- 164197
- Registered since
- June 27, 2012
- Website
- www.mblevis.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.53%
- Individuals9.69%
- Charitable Organizations1.15%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Mb, Levis & Associates, LLC is an independent, SEC‑registered advisory firm organized as an LLC and registered in 2012. The firm serves individual and family clients, charging a combination of asset‑based fees and fixed fees. Core advisory services center on financial planning and portfolio management for individuals, small businesses and institutional/business clients. The firm does not classify itself as a capital allocator, does not report being an active ESG investor, and is not registered as a multi‑state adviser.
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 Funds80%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 5DONALD SLEDZ
Portfolio ManagerCRD 3058322
WILLIAM LOFTUS
ShareholderCRD 6422452
JASON HENNINGER
Director of Portfolio ManagementCRD 2802899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$195M in ETFs
67%
$131M
12%
$64.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $20M | 265,807 | 10.21% |
Location
CENTER VALLEY, PA
LEHIGH
Location
CENTER VALLEY, PA
Headquartered in CENTER VALLEY, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LEHIGH
- Address
- 4647 Saucon Creek Rd
- Time zone
- ET (UTC-5)
- Office locations
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