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Levin Funding Group LLC

Headquartered in TUCSON, AZ

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Firm Information

Levin Funding Group LLC is an investment advisor registered with the SEC and located in Tucson, AZ. The firm provides financial planning and portfolio management services for individuals and corporations. They manage over $164 million in assets for 148 clients, primarily high-net-worth individuals and corporations. The firm also offers selection of other advisors as a service.

Levin Funding Group LLC

2200 EAST RIVER ROAD

TUCSON, AZ 85718

$164.53M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LEVIN FUNDING GROUP LLC has a total of 1 branch locations across the country.
location

TUCSON, AZ

Advisors at Levin Funding Group LLC

View All 1 Advisors
Unclaimed
John David Levin

CFC®, RA

TUCSON, AZ

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Disclosures

There are no public disclosures for Levin Funding Group LLC.

Frequently Asked Questions (9)

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