The LEVEL FOUR ADVISORY SERVICES, LLC is a privately held investment adviser that advises $7.92Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LEVEL FOUR ADVISORY SERVICES, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 121.12% over the last 5-years.
The Group has been registered with the SEC for 20.42 years and is comprised of 2 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 12400 COIT ROAD SUITE 700, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 145 employees comprised of 127 investment and 18 non-investment staff. The total number of Employees increased by 1.4% over the last 5-years.
Their $7.92Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 962 other accounts. Assets of High Net Worth Individuals clients own $4.02Bn or 50.68% of Total Assets and Individuals own $1.92Bn or 24.22% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LEVEL FOUR ADVISORY SERVICES, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.