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LEVEL WEALTH MANAGEMENT LLC

Tel: 336-355-1432
204 Muirs Chapel Road
Suite 100
Greensboro, North Carolina  27410

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LEVEL WEALTH MANAGEMENT LLC

LEVEL WEALTH MANAGEMENT LLC is a Greensboro, North Carolina based financial advisory firm with nearly $181,725,611 in assets under management and provides investment advisory services for 372 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

Fixed fees

Firm CRD#:

301381

SEC#:

801-126572

No. of Clients:

372

Assets under Management

$181,725,611

No. of Advisors:

3

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