LEVEL FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$975,191,940
Discretionary
$953,486,088
Non-discretionary
$21,705,852
Firm details
- CRD number
- 110641
- SEC file number
- 801-15900
- Main office
- EAST AMHERST, NY, United States
- Employees
- 16
- SEC status
- Approved
- Website
- HTTPS://WWW.LEVELFA.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.