Mb, Levis & Associates,llc
● SEC registered since 2012CRD 164197SEC# 801-76841Center Valley, PA
Reg. AUM
$411.6M
Employees
4
Accounts
575
Location
Center Valley, PA
Mb, Levis & Associates,llc assets under management
Mb, Levis & Associates,llc is an investment advisory firm registered with the SEC based in Center Valley, PA. The firm has been registered since 2012. It reports $411.6 million in regulatory assets under management and employs 4 people.
Mb, Levis & Associates,llc owners & executives
9 reported| 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 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mb, Levis & Associates,llc manage?
Mb, Levis & Associates,llc reports $411.6 million in regulatory assets under management on its Form ADV.
How many employees does Mb, Levis & Associates,llc have?
Mb, Levis & Associates,llc reports 4 employees.
Where is Mb, Levis & Associates,llc located?
Mb, Levis & Associates,llc is based in Center Valley, PA and has been SEC-registered since 2012.
Does Mb, Levis & Associates,llc disclose fund performance?
Mb, Levis & Associates,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$411.6M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$411.6Mregulatory AUM
Discretionary $411.6M