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William Tobias Levitt

ALBION MANAGEMENT GROUP·SALT LAKE CITY, Utah
Series 3, Series 7, Series 24, Series 65Clean record23 years registeredALBION MANAGEMENT GROUP
812 EAST 2100 SOUTH, SALT LAKE CITY, UT 84106CRD# 1252930Firm CRD# 105957

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Tobias Levitt · SALT LAKE CITY, UT
Registration
CRD #1252930 · ALBION MANAGEMENT GROUP · 23 years registered
Brand Profile
Not yet started
01

Career History

ALBION FINANCIAL GROUP
Nov 2002 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 65
Registration record
First registered · November 5, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALBION MANAGEMENT GROUP
CRD 105957 · SEC 801-18270
AUM
$1.6B
Regulatory assets under management
Employees
30
2,292 client accounts
Services offered by ALBION MANAGEMENT GROUP
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ALBION MANAGEMENT GROUP →
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Frequently Asked Questions

What services does William Tobias Levitt offer?
William Tobias Levitt specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are William Tobias Levitt's credentials?
William Tobias Levitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Tobias Levitt located?
William Tobias Levitt is based in SALT LAKE CITY, Utah, working with ALBION MANAGEMENT GROUP. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does William Tobias Levitt charge for services?
William Tobias Levitt's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALBION MANAGEMENT GROUP?
ALBION MANAGEMENT GROUP has approximately 30 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALBION MANAGEMENT GROUP

Mason Laird Woolf
SALT LAKE CITY, UT
Ryan Jacobs
SALT LAKE CITY, UT
Douglas Allen Wells
SALT LAKE CITY, UT
Elizabeth Ada Bernhard
SALT LAKE CITY, UT
Debra Rae Knotts
SALT LAKE CITY, UT
John P Bergerson
SALT LAKE CITY, UT
CFA

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