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Building 2LEVIN FUNDING GROUP LLC

Map pinTUCSON, AZ
Phone520-751-2000
NotebookSEC #801-125714
Total AUM
$215.4M
Employees
2
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2200 EAST RIVER ROAD
SUITE 104
TUCSON
AZ 85718
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
520-751-2000

ReceiptFinancials

Total AUM
$215.4M
Accounts
165
Discretionary
$215.4M
Accounts
165
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.1M
HNW Individual Clients
33
AUM
$181.5M
Pension/Profit Sharing Plan Clients
2
AUM
$4.3M
Charitable Organization Clients
4
AUM
$4.7M
Insurance Company Clients
1
AUM
$7.7M
Corporation or Business Clients
3
AUM
$12.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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