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Kimberly Annette Levin

LEVIN FUNDING GROUP LLC·TUCSON, Arizona
Clean recordLEVIN FUNDING GROUP LLC
2200 EAST RIVER ROAD, TUCSON, AZ 85718CRD# 4188518Firm CRD# 170087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Annette Levin · TUCSON, AZ
Registration
CRD #4188518 · LEVIN FUNDING GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Annette 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
Introduction

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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# 4188518
Firm CRD# 170087
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

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