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LEVERTY FINANCIAL GROUP, LLC

Tel: 715-377-2080
201 2nd Street South
Hudson, Wisconsin  54016

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LEVERTY FINANCIAL GROUP, LLC

LEVERTY FINANCIAL GROUP, LLC is a Hudson, Wisconsin based financial advisory firm with nearly $567,398,554 in assets under management and provides investment advisory services for 2397 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

310258

SEC#:

801-119342

No. of Clients:

2397

Assets under Management

$567,398,554

No. of Advisors:

9

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