| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Joseph Sledz | Shareholder | Under 5% | 2016 |
| Jason Robert Henninger | Shareholder | 5-10% | 2012 |
| John Bruce Levis Control | President | 50-75% | 2012 |
Mb, Levis & Associates,llc reports $374.8 million in regulatory assets under management on its Form ADV.
Mb, Levis & Associates,llc reports 4 employees.
Mb, Levis & Associates,llc is based in Center Valley, PA and has been SEC-registered since 2012.
Mb, Levis & Associates,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4647 Saucon Creek Road, Suite 101, Center Valley, PA 18034 |
| Phone | 610-419-9690 |
| Fax | 610-419-9691 |
| Office hours | 800-445 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 2065807 |
| Discloses disciplinary history | No |
| Discretionary | $374.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $374.8M |