Overview
Assets Under Management: $343 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 105
Average Client Assets: $2.8 million
Frequently Asked Questions
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105914), PINENO LEVIN & FORD ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. is headquartered in RICHMOND, VA.
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. serves 105 high-net-worth clients according to their SEC filing dated February 17, 2018. View client details ↓
According to their SEC Form ADV, PINENO LEVIN & FORD ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PINENO LEVIN & FORD ASSET MANAGEMENT, INC. manages $343 million in client assets according to their SEC filing dated February 17, 2018.
According to their SEC Form ADV, PINENO LEVIN & FORD ASSET MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 105
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.87%
Average Client Assets: $2.8 million
Total Client Accounts: 429
Discretionary Accounts: 418
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 105914
Filing ID: 1164109
Last Filing Date: 2018-02-17 10:00:00