Level Four Advisory Services is an investment advisor in Dallas with $2.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
113738689
SEC advisor number
801-66368
FINRA CRD number
134086
AUM ?
$3.72 bn
(as of 9 Oct 23)
Accounts
10,918
(as of 9 Oct 23)
Employees
135
(109 investment advisory or research)
Address
Level Four Advisory Services
12400 COIT ROAD
SUITE 700
DALLAS
TX 75251
12400 COIT ROAD
SUITE 700
DALLAS
TX 75251
Phone
8668341040
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 Jun 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21