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LEVIN FUNDING GROUP LLC
CRD 170087 · SEC 801-125714
2200 EAST RIVER ROAD, SUITE 104, TUCSON, AZ, 85718, United States
Phone
520-751-2000
Fax
520-749-8387
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$215.4M
Discretionary AUM
$215.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.1M |
| High net worth individuals | 33 | $181.5M |
| Pension/profit sharing plans | 2 | $4.3M |
| Charitable organizations | 4 | $4.7M |
| Insurance companies | 1 | $7.7M |
| Corporations/business entities | 3 | $12.1M |
States served
AZ, TX
All web addresses on file
Official SEC filing: View on IAPD