John A. Levin & Co., Inc. is a large advisory firm based in New York. It manages $13.61 billion of regulatory assets for 9,937 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.
John A. Levin & Co. provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of John A. Levin & Co., Inc. is $13.61 billion. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay John A. Levin & Co., Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where John A. Levin & Co., Inc. performs its advisory services is located at One Rockefeller Plaza, New York, NY 10020, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-332-8400 or by fax 212-332-8487. The normal business hours are 9-5:30 on Monday - Friday. You can find more information about the New York firm at levinco.com.