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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Levin Funding Group LLC
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| CRD # | 170087 |
| SEC # | 801-125714 |
| CIK # | |
| AUM | $168.2 M (2025-03-28) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 520-751-2000 |
| Address | 2200 East River Road Tucson, AZ 85718 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 7.0 |
| (b) Individuals (high net worth individuals) | 37 | 142.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 7.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 168.2 |
| By Discretionary | ||
| Discretionary | 157 | 168.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 157 | 168.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.2 | |
| Total | 157 | 168.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
Goyette Financial Planning Inc
✚
|
CA | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |
|
Armada Advisors Inc
✚
|
FL | 0.2 |
|
Rookwood Wealth Management LLC
✚
|
0.2 | |
|
Johnson Lyman Inc
✚
|
CA | 0.2 |
|
Costello Financial Planning Inc
✚
|
0.2 | |
|
Integrity Investment Advisors LLC
✚
|
0.2 |