Overview
Assets Under Management: $375 million
Headquarters: CENTER VALLEY, PA
High-Net-Worth Clients: 78
Average Client Assets: $4 million
Frequently Asked Questions
MB, LEVIS & ASSOCIATES,LLC 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 #164197), MB, LEVIS & ASSOCIATES,LLC is subject to fiduciary duty under federal law.
MB, LEVIS & ASSOCIATES,LLC is headquartered in CENTER VALLEY, PA.
MB, LEVIS & ASSOCIATES,LLC serves 78 high-net-worth clients according to their SEC filing dated December 17, 2025. View client details ↓
According to their SEC Form ADV, MB, LEVIS & ASSOCIATES,LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MB, LEVIS & ASSOCIATES,LLC manages $375 million in client assets according to their SEC filing dated December 17, 2025.
According to their SEC Form ADV, MB, LEVIS & ASSOCIATES,LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.34
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 573
Discretionary Accounts: 573
Regulatory Filings
CRD Number: 164197
Filing ID: 2034284
Last Filing Date: 2025-12-17 08:34:15
Website: 0