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LEVIN FUNDING GROUP LLC

TUCSON, AZ · CRD 170087 · IAPD ↗ · levinfunding.com · 520-751-2000

$215.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — LEVIN FUNDING GROUP LLC reported RAUM up 28% ($168.2M -> $215.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — LEVIN FUNDING GROUP LLC reported RAUM up 27% ($129.5M -> $164.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.