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Home > Retirement Planners > arizona > tucson > LEVIN FUNDING GROUP LLC
LEVIN FUNDING GROUP LLC
2200 East River Road
Suite 104
Tucson, Arizona 85718
Tel: 520-751-2000
About LEVIN FUNDING GROUP LLC
LEVIN FUNDING GROUP LLC, formally registered with the SEC as LEVIN FUNDING GROUP LLC. The firm was established in 05/20/2022. They have over 1 offices throughout the country.
LEVIN FUNDING GROUP LLC is a Tucson, Arizona based Financial Planning firm with nearly $164,530,650 assets under management, offering retirement planning & investment advisory services to 148 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170087 |
| SEC# | 801-125714 |
| Assets Managed by Firm | $164,530,650 |
| No. of Clients | 148 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 148 | $164,530,650 |
| Individuals (other than high net worth individuals) | 35 | $9,085,099 |
| High net worth individuals | 35 | $147,981,725 |
| Corporations or other businesses | 1 | $7,463,826 |
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