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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Legacy unison
- Established Date
- 03-18-2014
- Office Locations
- 1
Office Locations
About Levin Funding Group LLC
Levin Funding Group is a Tucson-based wealth management firm focused on building customized financial roadmaps to help clients protect, grow, and transfer wealth. The team provides holistic planning and investment guidance for individuals and business owners, emphasizing asset allocation and risk management across vehicles such as ETFs, mutual funds, and fixed income. Clients get a secure “personal financial homepage” portal with aggregated accounts, reporting, and document vault access.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
JOHN DAVID LEVIN
Managing Member
- CRD
- #2033204
- Ownership
- Less than 5%
KIMBERLEE SEON LEVIN
Chief Compliance Officer, Director of Operations
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $215,430,911 | $1,305,642 |
| Non-Discretionary | $0 | -- |
| Total | $215,430,911 | $1,305,642 |
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Separately Managed Accounts
Total SMA Asset: $215,430,911
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $639,460,659 | 7.4% |
| Public Funds | $1,469,031,244 | 17.0% |
| Other | $509,840,255 | 5.9% |
| Cash | $1,572,727,567 | 18.2% |
| Equity - OTC | $1,719,630,692 | 19.9% |
| Private Funds | $1,123,376,834 | 13.0% |
| U.S. Government/Agency | $449,350,733 | 5.2% |
| Municipal Bonds | $1,157,942,275 | 13.4% |
| Total | $8,641,360,259 | 100.0% |