| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmon Jacob Tomes Control | Elected Manager, President And Chief Executive Officer | Under 5% | 2005 |
| George Brent Morton Control | Chief Operating Officer | Under 5% | 2014 |
| Jill Marie Zacha Control | Chief Compliance Officer | Under 5% | 2019 |
Level Four Advisory Services, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.
Level Four Advisory Services, LLC reports 132 employees.
Level Four Advisory Services, LLC is based in Dallas, TX and has been SEC-registered since 2006.
Level Four Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12400 Coit Road, Suite 700, Dallas, TX 75251 |
| Phone | 972-665-0878 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $4.77B |
| Non-discretionary | $546.6M |
| Total (RAUM) | $5.32B |