Level Four Group

Background

Level Four Group, LLC is a multi-disciplinary financial services firm dedicated to providing tailored, holistic solutions for clients and financial professionals. The firm offers integrated services through its family of companies, ensuring comprehensive solutions that address all business needs. Serving individuals, families, businesses, and financial advisors, Level Four emphasizes a personalized approach and proactive service. With expertise in wealth management, the firm aims to simplify the financial journey for its clients, offering unbundled services and transparent pricing options.

Key Strategic Focus

Level Four Group's strategic focus centers on delivering objective and proactive financial advice to help clients achieve their desired lifestyles. The firm specializes in:

• Wealth Management: Providing comprehensive financial planning and investment management services.

• Risk Management: Offering insurance solutions to protect clients' assets and income.

• Business Consulting: Assisting businesses with financial strategies and operational efficiencies.

The firm leverages advanced technologies and a client-centric approach to serve a diverse clientele, including individuals, families, businesses, and financial advisors.

Financials and Funding

Level Four Group has experienced significant growth since its inception. As of recent reports, the firm manages over $5 billion in assets under control, with registered financial professionals located in over 20 states. The firm's revenue is estimated to be between $5 million and $10 million, with a team of approximately 201-500 employees.

Technological Platform and Innovation

Level Four Group utilizes a range of technologies to enhance its service offerings, including:

• NetSuite: For comprehensive enterprise resource planning.

• AMS: To manage client relationships and streamline operations.

• Microsoft Excel: For financial analysis and reporting.

• Constant Contact: For marketing automation and client communications.

• Amazon Web Services: To ensure secure and scalable cloud services.

These technologies enable the firm to deliver efficient and effective financial solutions to its clients.

Leadership Team

• Edmon Jake Tomes: CEO and President of Level Four Group, with over 19 years of leadership experience in the firm.

• Marc Whitehead: CFO of Level Four Group and President of Level Four Financial, bringing extensive experience in financial services and leadership.

Competitor Profile

Market Insights and Dynamics

The financial services industry is highly competitive, with firms striving to offer comprehensive and personalized solutions to clients. The market is characterized by a growing demand for holistic financial planning and wealth management services.

Competitor Analysis

Key competitors include:

• Kovack Advisors: With 21 employees and $1.4 million in revenue, focusing on investment advisory services.

• Rodgers & Associates: Employing 25 individuals and generating $6.8 million in revenue, specializing in retirement planning.

• Fairtree Capital: A larger firm with $20.4 million in revenue, offering a range of investment solutions.

• Strategic Financial Group: With 20 employees and $18.6 million in revenue, providing comprehensive financial planning services.

• Kingsview Asset Management: Employing 23 professionals and generating $10 million in revenue, focusing on wealth management.

Strategic Collaborations and Partnerships

In 2012, Level Four Group affiliated with LPL Financial's broker-dealer and hybrid RIA platforms, enhancing its capabilities and resources. In 2021, the firm merged with Harbor Financial Services, expanding its reach and service offerings.

Operational Insights

Level Four Group's strategic considerations include:

• Client-Centric Approach: Emphasizing personalized and proactive service to meet diverse client needs.

• Integrated Services: Offering a comprehensive suite of financial solutions through its family of companies.

• Technological Integration: Leveraging advanced technologies to enhance service delivery and operational efficiency.

Strategic Opportunities and Future Directions

Level Four Group aims to:

• Expand Market Presence: Grow its footprint by attracting talented independent advisors and expanding into new markets.

• Enhance Service Offerings: Continuously develop and refine its financial solutions to meet evolving client needs.

• Leverage Technology: Invest in innovative technologies to improve client experiences and operational efficiencies.

Contact Information

• Website: Level Four Group website

• LinkedIn: Level Four Group LinkedIn

Note: Specific contact details such as address, phone number, and email have been omitted as per instructions.