Unclaimed Profile

Jessica Feng-Hui Lim

LEVITT CAPITAL MANAGEMENT LLC·BOCA RATON, Florida

SIE, Series 7TO, Series 63, Series 65Clean record19 years registeredLEVITT CAPITAL MANAGEMENT LLC

101 N. FEDERAL HIGHWAY, BOCA RATON, FL 33432CRD# 3115729Firm CRD# 111543

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Feng-Hui Lim · BOCA RATON, FL

Registration

CRD #3115729 · LEVITT CAPITAL MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

CORIENT

May 2023 – present

AVALON INVESTMENT & ADVISORY

Oct 2014 – Jul 2023

HOUSTON, TX

LEVITT CAPITAL MANAGEMENT LLC

Oct 2006 – Jul 2014

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Registration record

First registered · October 30, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEVITT CAPITAL MANAGEMENT LLC

CRD 111543 · SEC 801-57324

AUM

$197M

Regulatory assets under management

Employees

124 client accounts

Services offered by LEVITT CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LEVITT CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Feng-Hui Lim offer?

Jessica Feng-Hui Lim specializes in Investment Management, Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.

What are Jessica Feng-Hui Lim's credentials?

Jessica Feng-Hui Lim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Feng-Hui Lim located?

Jessica Feng-Hui Lim is based in BOCA RATON, Florida, working with LEVITT CAPITAL MANAGEMENT LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Jessica Feng-Hui Lim charge for services?

Jessica Feng-Hui Lim'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 LEVITT CAPITAL MANAGEMENT LLC?

LEVITT CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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