LEVERTY FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$676,836,895
Discretionary
$669,905,080
Non-discretionary
$6,931,815
Firm details
- CRD number
- 310258
- SEC file number
- 801-119342
- Main office
- HUDSON, WI, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.