3rd Level Analytics
13yrs
13 years in the industry
3rd Level Analytics
Location not listed. Legal name: 3rd Level Analytics, LLC
About the firm
A registered investment advisory firm. It manages about $4.32 million for roughly 5 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$838,000
Assets under management ?$4.32 million
Individual clients5
Median years of experience13
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at 3rd Level Analytics
1Advisors
13Median years of experience
1States with offices
–Offices
Also known as
3rd Level Analytics, LLC
About 3rd Level Analytics
How do I contact 3rd Level Analytics?
Call the main office at (610) 247-3226. The main office is at , .
How is 3rd Level Analytics paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does 3rd Level Analytics offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at 3rd Level Analytics?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.