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Dori Samuel Levanoni

FIRST QUADRANT, LLC·PASADENA, California
Unclaimed Profile
800 EAST COLORADO BLVD, PASADENA, CA 91101CRD# 2741857Firm CRD# 106698
01

About

Dori Samuel Levanoni is a registered financial advisor based in PASADENA, California, affiliated with FIRST QUADRANT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
FIRST QUADRANT, LLC
FIRST QUADRANT, LLC
AUM
$10.5B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at FIRST QUADRANT, LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2741857
Firm CRD# 106698
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dori Samuel Levanoni offer?
Dori Samuel Levanoni specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Dori Samuel Levanoni's credentials?
Dori Samuel Levanoni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dori Samuel Levanoni located?
Dori Samuel Levanoni is based in PASADENA, California, working with FIRST QUADRANT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Dori Samuel Levanoni charge for services?
Dori Samuel Levanoni's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST QUADRANT, LLC?
FIRST QUADRANT, LLC has approximately 53 employees and manages $10.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PASADENA
Kent Charles Roberts — HULICK CAPITAL MANAGEMENT LLCConnie Monica Knox — WESCOM FINANCIAL SERVICES, LLCElizabeth Whitney Bullock — WESCOM FINANCIAL SERVICES, LLCMichael John Malone — MJM401K, LLCRosa Icela Chalekian — WEALTHTECH PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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