Overview
Assets Under Management: $943 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 422
Average Client Assets: $1.6 million
Frequently Asked Questions
LEVY WEALTH MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305766), LEVY WEALTH MANAGEMENT GROUP is subject to fiduciary duty under federal law.
LEVY WEALTH MANAGEMENT GROUP is headquartered in PHILADELPHIA, PA.
LEVY WEALTH MANAGEMENT GROUP serves 422 high-net-worth clients according to their SEC filing dated May 02, 2024. View client details ↓
According to their SEC Form ADV, LEVY WEALTH MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LEVY WEALTH MANAGEMENT GROUP manages $943 million in client assets according to their SEC filing dated May 02, 2024.
According to their SEC Form ADV, LEVY WEALTH MANAGEMENT GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 422
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.53%
Average Client Assets: $1.6 million
Total Client Accounts: 1,175
Discretionary Accounts: 1,175
Regulatory Filings
CRD Number: 305766
Filing ID: 1871439
Last Filing Date: 2024-05-02 14:28:00