Levin Funding Group LLC
Levin Funding Group LLC (CRD# 170087) is a financial advisory firm headquartered in Tucson, AZ. They manage $164,530,650 in 148 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management165MILLION
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Total Number of Accounts148ACCOUNTS
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Average Account Value$1,111,694
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Levin Funding Group LLC
1
John Levin (CRD# 2033204) is an Investment Advisor Representative working at Levin Funding Group LLC in Tucson, AZ and has over 33 years of experience in the finance industry.
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