MB Levis & Associatesllc
Legal Name: MB, LEVIS & ASSOCIATES,LLC
Full Contact Details
MB Levis & Associatesllc
4647 SAUCON VALLEY ROAD, SUITE 101, CENTER VALLEY, PA
610-419-9690
610-419-9691
Other Info
MB Levis & Associates is a Pennsylvania-based Limited Liability Company that provides financial advisory services. The firm currently employs four people, three of whom hold advisory positions. It has been approved by the US Securities and Exchange Commission and is registered since June 2012. Although the number of clients served by the firm is unknown, it maintains a strong reputation in the industry as a professional and reliable financial advisory firm.
MB, Levis & Associates, LLC - Independent Financial Advisor Lehigh Valley
MB, Levis & Associates, LLC is an independent, fee-only financial advisor offering investment management, financial planning and estate planning.
Direct Owners
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DONALD JOSEPH SLEDZ
SHAREHOLDER owns less than 5%
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JASON ROBERT HENNINGER
SHAREHOLDER owns more than 5% but less than 10%
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JOHN BRUCE LEVIS
PRESIDENT owns more than 50% but less than 75%
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LESLIE ANN CHILDS
CHIEF COMPLIANCE OFFICER owns less than 5%
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WILLIAM MICHAEL LOFTUS
SHAREHOLDER owns more than 10% but less than 25%