LEVI FINANCIAL GROUP LLC
CRD #144381 SEC #801-68073 STAMFORD, CT 203-961-0661
SEC Registered
Total AUM
$24M
Discretionary
$24M
Employees
5
Clients
0
Accounts
123
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2009 | $24M | $24M | $0 | 5 | -- |
| Oct 2007 | $27M | $27M | $0 | 5 | -- |
DateApr 2009
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--