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Pineno & Levin Asset Management Inc (Richmond)


Pineno & Levin Asset Management Inc is a large advisory firm based in Richmond. It manages $137.19 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

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Pineno & Levin Asset Management provides portfolio management for individuals and small businesses 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.

Pineno & Levin Asset Management: assets under management

The assets under management (AUM) of Pineno & Levin Asset Management Inc is $137.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $137.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.76 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pineno & Levin Asset Management Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Richmond

The principal office where Pineno & Levin Asset Management Inc performs its advisory services is located at 7204 Glen Forest Drive, Richmond, VA 23226, 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 804-288-3772 or by fax 804-288-6064. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at jeffreylevin@erols.com.


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