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Kimberlee Seon Levin

LEVIN FUNDING GROUP LLC·TUCSON, Arizona
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2200 EAST RIVER ROAD, TUCSON, AZ 85718CRD# 5554098Firm CRD# 170087
01

About

Kimberlee Seon 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# 5554098
Firm CRD# 170087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberlee Seon Levin offer?
Kimberlee Seon Levin specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Kimberlee Seon Levin's credentials?
Kimberlee Seon Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberlee Seon Levin located?
Kimberlee Seon 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 Kimberlee Seon Levin charge for services?
Kimberlee Seon 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

John David Levin
TUCSON, AZ
Kimberly Annette Levin
TUCSON, AZ

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