Overview
Assets Under Management: $1.2 billion
Headquarters: DALLAS, TX
High-Net-Worth Clients: 9
Average Client Assets: $68 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.51
Average High-Net-Worth Client Assets: $68 million
Total Client Accounts: 3,352
Discretionary Accounts: 3,352
Regulatory Filings
CRD Number: 304792
Filing ID: 1957174
Last Filing Date: 2025-03-27 14:21:00
Website: https://levelfourcapital.com