Jonathan
Levin
Westbourne Investment Advisors Inc
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About this Advisor
Jonathan Levin is a financial advisor based in Allentown, Pennsylvania, working with Westbourne Investment Advisors Inc. Jonathan has previously held positions at Westbourne Investment Advisors Inc, Levin Investment Advisors LLC, and Levin & Co., Cpa'S. Jonathan is registered to provide services in Pennsylvania. Currently, Jonathan is part of Westbourne Investment Advisors Inc, which operates out of Allentown, Pennsylvania. The firm has 1 office and 4 employees. The firm manages assets totaling $299.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Westbourne Investment Advisors Inc includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Westbourne Investment Advisors Inc Brokerage Details
$299,845,037
4
378
$793,241
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jonathan Levin Work History
Westbourne Investment Advisors Inc
Levin & Co., Cpa'S
Levin Investment Advisors LLC
Disclosures
Please visit the SEC profile of Jonathan Levin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westbourne Investment Advisors Inc
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Allentown, PA
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