| Name | Title | Ownership | Since |
|---|---|---|---|
| Bethany May Wagner Control | Chief Compliance Officer | Under 5% | 2024 |
| Elise Fay Murphy Control | Director Of Client Services | Under 5% | 2023 |
| Michael Clark Heburn Control | Chief Operating Officer | 5-10% | 2015 |
Level Financial Advisors, Inc. reports $684.2 million in regulatory assets under management on its Form ADV.
Level Financial Advisors, Inc. reports 15 employees.
Level Financial Advisors, Inc. is based in East Amherst, NY and has been SEC-registered since 1981.
Level Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9310 Transit Road, Suite 300, East Amherst, NY 14051 |
| Phone | 716-634-6113 |
| Fax | 716-810-9445 |
| Office hours | 8:30a.m.- 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $684.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $684.2M |