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John David Levin

LEVIN FUNDING GROUP LLC·TUCSON, Arizona
Unclaimed Profile
2200 EAST RIVER ROAD, TUCSON, AZ 85718CRD# 2033204Firm CRD# 170087
01

About

John David Levin is a registered financial advisor based in TUCSON, Arizona, affiliated with LEVIN FUNDING GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEVIN FUNDING GROUP LLC
LEVIN FUNDING GROUP LLC
AUM
$165M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEVIN FUNDING GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2033204
Firm CRD# 170087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Levin offer?
John David Levin specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are John David Levin's credentials?
John David Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Levin located?
John David Levin is based in TUCSON, Arizona, working with LEVIN FUNDING GROUP LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does John David Levin charge for services?
John David Levin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEVIN FUNDING GROUP LLC?
LEVIN FUNDING GROUP LLC has approximately 3 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEVIN FUNDING GROUP LLC

Kimberlee Seon Levin
TUCSON, AZ
Kimberly Annette Levin
TUCSON, AZ

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