William LevittCRD Number: 1252930
Current Firm: Albion Financial Group
William Levitt (CRD# 1252930) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 24 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Albion Financial Group||Salt Lake City, UT||Dec 1982 - Current||34|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 1992|
Total Assets Under Management906MILLIONS
Total Number of Accounts1,600ACCOUNTS
Average Account Value$566,412
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, HI, ID, LA, MN, MT, NH, NV, NY, TX, UT, VA, VT, WA