Kimberlee Levin is a control person of Levin Funding Group and directly owns under 5% of it.
Levin Funding Group is an investment adviser based in Tucson, AZ, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and insurance companies. Its regulatory assets under management total $215 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5554098
- Firm
- Levin Funding Group · CRD 170087
- Role
- Chief Compliance Officer
- In role since
- November 2021 · 4 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Tucson, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberlee Levin work?
Kimberlee Levin has been Chief Compliance Officer of Levin Funding Group LLC since November 2021, and is a control person of the firm.
How can I verify Kimberlee Levin’s record?
Kimberlee Levin’s role is listed on Levin Funding Group LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 170087.
