Levine, Evan, Marc (Valley Stream)

Name: Levine, Evan, Marc
Address: 181 South Franklin Avenue, Valley Stream, NY, 11581
Telephone: 516-240-6161

Levine, Evan, Marc is a mid-sized advisory firm based in Valley Stream. It manages $65.54 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Levine, Evan, Marc provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Levine, Evan, Marc: assets under management

The assets under management (AUM) of Levine, Evan, Marc is $65.54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.77 million each.

Investments

The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is other assets, which make up 22% of the firm’s portfolio. Investments in non-exchange traded securities form 8% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levine, Evan, Marc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Evan Marc Levine serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Evan Marc Levine is pension and profit sharing plans with 8 clients and $30.69 million of assets under management. Among the 2 most similar advisory firms, Levine, Evan, Marc has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $52.47 million for 36 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Levine, Evan, Marc doesn't advise any private funds.

Careers at Levine, Evan, Marc

The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Evan Marc Levine	Owner/president/chief compliance officer	1 Dec 2009	75% - 100%	2089985

Based in Valley Stream

The principal office where Levine, Evan, Marc performs its advisory services is located at 181 South Franklin Avenue, Valley Stream, NY 11581, 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 516-240-6161 or by fax 516-625-1507. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at completeadvisors.com.