MB, LEVIS & ASSOCIATES,LLC
CRD #164197 SEC #801-76841 CENTER VALLEY, PA 610-419-9690
SEC Registered
Total AUM
$374.8M
Discretionary
$374.8M
Employees
4
Clients
51
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $374.8M | $374.8M | $0 | 4 | 0 |
| Feb 2025 | $374.8M | $374.8M | $0 | 4 | 0 |
| Mar 2024 | $349.6M | $349.6M | $0 | 4 | 0 |
| Dec 2023 | $307.9M | $307.9M | $0 | 4 | 0 |
| Aug 2023 | $307.9M | $307.9M | $0 | 4 | 0 |
| Mar 2023 | $307.9M | $307.9M | $0 | 4 | 0 |
| Oct 2022 | $345.5M | $345.5M | $0 | 4 | 0 |
| Jun 2022 | $345.5M | $345.5M | $0 | 4 | 0 |
| Mar 2022 | $345.5M | $345.5M | $0 | 4 | 0 |
| Mar 2022 | $345.5M | $345.5M | $0 | 4 | 0 |
| Mar 2022 | $345.5M | $345.5M | $0 | 4 | 0 |
| Sep 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Aug 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Jul 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Jul 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Jun 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Mar 2021 | $303.6M | $303.6M | $0 | 4 | 0 |
| Dec 2020 | $271M | $271M | $0 | 4 | 0 |
| Jun 2020 | $271M | $271M | $0 | 4 | 0 |
| Mar 2020 | $271M | $271M | $0 | 4 | 0 |
| Mar 2019 | $231.7M | $231.7M | $0 | 4 | 0 |
| Dec 2018 | $216.6M | $216.6M | $0 | 4 | 0 |
| Oct 2018 | $216.6M | $216.6M | $0 | 4 | 0 |
| Mar 2018 | $216.6M | $216.6M | $0 | 4 | 0 |
| Mar 2017 | $184.6M | $184.6M | $0 | 4 | 100 |
| Jun 2016 | $181.3M | $181.3M | $0 | 5 | 100 |
| Mar 2016 | $181.3M | $181.3M | $0 | 5 | 100 |
| Aug 2015 | $173.9M | $173.9M | $0 | 5 | 100 |
| Mar 2015 | $174M | $173.9M | $52.1K | 5 | 100 |
| Feb 2015 | $174M | $173.9M | $52.1K | 5 | 100 |
| Nov 2014 | $160.8M | $160.8M | $55.4K | 5 | 100 |
| Mar 2014 | $160.8M | $160.8M | $55.4K | 5 | 100 |
| Mar 2014 | $164.7M | $160.8M | $3.9M | 5 | 100 |
| Oct 2013 | $137.1M | $137M | $58.4K | 5 | 100 |
| May 2013 | $137.1M | $137M | $58.4K | 5 | 100 |
| Mar 2013 | $137.1M | $137M | $58.4K | 5 | 100 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
DateDec 2025
Total AUM$374.8M
Discretionary$374.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$374.8M
Discretionary$374.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$349.6M
Discretionary$349.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2023
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$307.9M
Discretionary$307.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$303.6M
Discretionary$303.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$271M
Discretionary$271M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$231.7M
Discretionary$231.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees4
Clients100
DateJun 2016
Total AUM$181.3M
Discretionary$181.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$181.3M
Discretionary$181.3M
Non-Disc.$0
Employees5
Clients100
DateAug 2015
Total AUM$173.9M
Discretionary$173.9M
Non-Disc.$0
Employees5
Clients100
DateMar 2015
Total AUM$174M
Discretionary$173.9M
Non-Disc.$52.1K
Employees5
Clients100
DateFeb 2015
Total AUM$174M
Discretionary$173.9M
Non-Disc.$52.1K
Employees5
Clients100
DateNov 2014
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$55.4K
Employees5
Clients100
DateMar 2014
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$55.4K
Employees5
Clients100
DateMar 2014
Total AUM$164.7M
Discretionary$160.8M
Non-Disc.$3.9M
Employees5
Clients100
DateOct 2013
Total AUM$137.1M
Discretionary$137M
Non-Disc.$58.4K
Employees5
Clients100
DateMay 2013
Total AUM$137.1M
Discretionary$137M
Non-Disc.$58.4K
Employees5
Clients100
DateMar 2013
Total AUM$137.1M
Discretionary$137M
Non-Disc.$58.4K
Employees5
Clients100
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0