Levin Funding Group LLC
Levin Funding Group LLC is an SEC-registered ria in Tucson, AZ with $215.4M assets under management (AUM, regulatory AUM), +28% over one year. See who owns Levin Funding Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170087, SEC 801-125714, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $215.4M (2026-03-30)
- Firm type
- Ria
- Location
- Tucson, AZ
- Employees
- 2
- Clients
- 57
- CRD
- 170087
- Ownership
- LEVIN, JOHN, DAVID; LEVIN, KIMBERLEE, SEON; JOHN AND KIMBERLY LEVIN EXEMPT TRUST C/U/A/D 04/24/2004; JOHN AND KIMBERLY LEVIN EXEMPT TRUST C/U/A/D 12/14/2017; LEVIN, KIMBERLY, ANNETTE
How much AUM does Levin Funding Group LLC have?
Levin Funding Group LLC reported $215.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Levin Funding Group LLC?
Disclosed owners and executives of Levin Funding Group LLC include LEVIN, JOHN, DAVID, LEVIN, KIMBERLEE, SEON, JOHN AND KIMBERLY LEVIN EXEMPT TRUST C/U/A/D 04/24/2004, JOHN AND KIMBERLY LEVIN EXEMPT TRUST C/U/A/D 12/14/2017, LEVIN, KIMBERLY, ANNETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.