Levin Funding Group LLC

Levin Funding Group LLC (CRD# 170087) is a financial advisory firm headquartered in Tucson, AZ. They manage $41,493,776 in 43 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $964,972
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Levin Funding Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
John D. Levin
CRD#: 2033204
6011 E Grant Rd, Tucson, AZ 85712
96
Wealthminder
score

John Levin (CRD# 2033204) is an Investment Advisor Representative working at Levin Funding Group LLC in Tucson, AZ and has over 28 years of experience in the finance industry.

2
Vincent G. Bicicchi
CRD#: 4754567
6011 E Grant Rd, Tucson, AZ 85712
93
Wealthminder
score

Vincent Bicicchi (CRD# 4754567) is an Investment Advisor Representative working at Levin Funding Group LLC in Tucson, AZ and has over 13 years of experience in the finance industry.

3
Kanubhai R. Patel
CRD#: 2317193
6011 E Grant Rd, Tucson, AZ 85712
93
Wealthminder
score

Kanubhai Patel (CRD# 2317193) is an Investment Advisor Representative working at Levin Funding Group LLC in Tucson, AZ and has over 25 years of experience in the finance industry.

4
Jared D. Williams
CRD#: 4683167
Scottsdale, AZ
86
Wealthminder
score

Jared Williams (CRD# 4683167) is an Investment Advisor Representative working at Levin Funding Group LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry. Jared Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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