Levine, David Alan (Jerusalem)

Name: Levine, David Alan
Address: 66 Katzenelbogen Street, Jerusalem, 93871
Telephone: 941-296-0647

Levine, David Alan is an adviser based in Jerusalem. It manages $1.1 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013.

Levine, David Alan provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Levine, David Alan: assets under management

The assets under management (AUM) of Levine, David Alan is $1.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 233% since the beginning of its operation, and $12 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $1.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $366.67 thousand each.

Investments

The firm invests in cash and cash equivalents the most. They account for 40% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in derivatives form 30% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Levine, David Alan 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.

What kind of clients Levine, David Alan serves?

The only and largest group of clients of Levine, David Alan is individuals with 5 clients and $1.1 million of assets under management. Among the 4 most similar advisory firms, Levine, David Alan has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.1 million for 5 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 40% of the firm’s clients are foreign persons or businesses.

Levine, David Alan doesn't advise any private funds.

Careers at Levine, David Alan

The company employs 1 person that is either a part- or full-time employee. 100 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
David Alan Levine	Ceo & chief compliance officer	1 Jun 2011	75% - 100%	6184680

Based in Jerusalem

The principal office where Levine, David Alan performs its advisory services is located at 66 Katzenelbogen Street, Jerusalem, 93871 The mailing address of the firm is 4281 Express Lane, Sarasota, FL 34238. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 941-296-0647 or by fax 813-354-3486. The normal business hours are 8am-5pm on Other. You can find more information about the New York firm at unclebobsmoney.com/.