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LEVI FINANCIAL GROUP LLC
STAMFORD, CT
203-961-0661
SEC #801-68073Total AUM
$24M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 FOREST STREET
STAMFORD
CT 06901
United States
STAMFORD
CT 06901
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
203-961-0661
Financials
Total AUM
$24M
Accounts
123Discretionary
$24M
Accounts
123Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.