Company Information

Get to know Levine Group, LLC

Founded in 2003 by Michael Levine, The Levine Group, LLC is an independent wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm operates on a fee-only basis, emphasizing its commitment to providing objective, client-centric financial advice without the conflicts of interest associated with commission-based products. They offer personalized financial planning, discretionary investment management, and holistic wealth management services tailored primarily to high-net-worth individuals, families, and institutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Levine Group, LLC

United States

Founded in

1963 (63 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.