Assets Under Management
$1.8B
Number of Clients
2,745
Number of Advisors
35
Average Client AUM
$651K
AUM per Advisor
$51.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Levine Financial Group provides financial planning, consulting, and investment management services, educating and guiding clients. They manage investments on a discretionary basis, allocating assets among various securities and funds. They also offer retirement plan consulting services to qualified employee benefit plans.
3625 E 96th St, Indianapolis, IN, 46240