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LEVEL FINANCIAL ADVISORS, INC.

Tel: 716-634-6113
9310 Transit Road
Suite 300
East Amherst, New York  14051

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LEVEL FINANCIAL ADVISORS, INC.

LEVEL FINANCIAL ADVISORS, INC. is a East Amherst, New York based financial advisory firm with nearly $620,808,285 in assets under management and provides investment advisory services for 1965 clients. There are currently 14 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

110641

SEC#:

801-15900

No. of Clients:

1965

Assets under Management

$620,808,285

No. of Advisors:

14

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