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Jeffrey David Levin

PINENO LEVIN & FORD ASSET MANAGEMENT, INC.·RICHMOND, Virginia
Clean recordPINENO LEVIN & FORD ASSET MANAGEMENT, INC.
7275 GLEN FOREST DRIVE, RICHMOND, VA 23226CRD# 1242982Firm CRD# 105914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Levin · RICHMOND, VA
Registration
CRD #1242982 · PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey David Levin is a registered financial advisor based in RICHMOND, Virginia, affiliated with PINENO LEVIN & FORD ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
PINENO LEVIN & FORD ASSET MANAGEMENT, INC.
AUM
$371M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PINENO LEVIN & FORD ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1242982
Firm CRD# 105914
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey David Levin offer?
Jeffrey David Levin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Jeffrey David Levin's credentials?
Jeffrey David Levin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Levin located?
Jeffrey David Levin is based in RICHMOND, Virginia, working with PINENO LEVIN & FORD ASSET MANAGEMENT, INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Jeffrey David Levin charge for services?
Jeffrey David Levin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINENO LEVIN & FORD ASSET MANAGEMENT, INC.?
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. has approximately 7 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PINENO LEVIN & FORD ASSET MANAGEMENT, INC.

John Richard Tashjian
RICHMOND, VA
Francis Anthony Pineno
RICHMOND, VA

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