Levin Funding Group LLC
SEC RegisteredDiscover LFG and discover what makes us different...
About the firm
Levin Funding Group is a wealth management firm focused on delivering unbiased and straightforward advice. With over 30 years of experience, they have developed a client-centered approach to helping clients build, protect, and transfer their wealth through customized financial solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset Allocation, Asset Protection, Advisor Alliance, Business Planning, Charitable Planning, Financial Planning, Legacy Planning, Retirement Planning, Risk Management, and Strategic Tax Planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 15 | $5.1M |
| High Net Worth Individuals | 33 | $182M |
| Charitable Organizations | 2 | $4.3M |
| State/Municipal Entities | 4 | — |
| Sovereign Wealth Funds | 1 | — |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Next $1,000,000 | 0.60% |
| Next $1,000,000 | 0.50% |
| Next $1,000,000 | 0.40% |
| $5,000,000+ | 0.25% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Levin Funding Group LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched