Overview
Assets Under Management: $375 million
Headquarters: CENTER VALLEY, PA
High-Net-Worth Clients: 78
Average Client Assets: $4 million
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
Last Filing Date: 2025-02-12 00:00:00
Website: https://mblevis.com