MB, LEVIS & ASSOCIATES,LLC of CENTER VALLEY, PA is an SEC-registered investment adviser (CRD 164197). Regulatory assets under management: $411.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| John Bruce Levis | PRESIDENT; TRUSTEE | — |
| Leslie Ann Childs | CHIEF COMPLIANCE OFFICER | — |
| Jason Robert Henninger | SHAREHOLDER | — |
| William Michael Loftus | SHAREHOLDER | — |
| Donald Joseph Sledz | SHAREHOLDER | — |
| MCQUEEN JERRY BLAINE | PRESIDENT | — |
| LEVIS JOHN BRUCE | PRESIDENT; TRUSTEE | — |
| CHILDS LESLIE ANN | CHIEF COMPLIANCE OFFICER | — |
| MARKLE DAVID SEAN | SHAREHOLDER | — |
| HENNINGER JASON ROBERT | SHAREHOLDER | — |
| LOFTUS WILLIAM MICHAEL | SHAREHOLDER | — |
| LOFTUS WILLIAM M | SHAREHOLDER | — |
| SLEDZ DONALD JOSEPH | SHAREHOLDER | — |