National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > pennsylvania > center valley

MB, LEVIS & ASSOCIATES,LLC

Tel: 610-419-9690
4647 Saucon Creek Road
Suite 101
Center Valley, Pennsylvania  18034

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

MB, LEVIS & ASSOCIATES,LLC

MB, LEVIS & ASSOCIATES,LLC is a Center Valley, Pennsylvania based financial advisory firm with nearly $374,821,801 in assets under management and provides investment advisory services for 573 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

164197

SEC#:

801-76841

No. of Clients:

573

Assets under Management

$374,821,801

No. of Advisors:

4

More Financial Advisory Firms in Center Valley, Pennsylvania

More Firms in Center Valley, Pennsylvania >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.