Level Financial Advisors Inc
Legal Name: LEVEL FINANCIAL ADVISORS, INC.
1412 SWEET HOME ROAD, SUITE 7, AMHERST, NY
Full Contact Details
Other Info
Level Financial Advisors Inc is legally known as LEVEL FINANCIAL ADVISORS, INC.. It is a NY Corporation. This firm has 14 employees, of which 8 are employees in advisory roles. It serves 12 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 9, 1981.
Direct Owners
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MICHAEL CLARK HEBURN
CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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ROSANNE MARIE BRAXTON
PRESIDENT owns more than 50% but less than 75%
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STEVEN MARK ELWELL
CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%