Litman Gregory Asset Management LLC
Legal Name: LITMAN GREGORY ASSET MANAGEMENT, LLC
Full Contact Details
Other Info
Litman Gregory Asset Management LLC is legally known as LITMAN GREGORY ASSET MANAGEMENT, LLC. It is a CA Limited Liability Company. This firm has 56 employees, of which 21 are employees in advisory roles. It serves 371 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 29, 1995.


Direct Owners
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ALICE LOWENSTEIN
PRINCIPAL, DIRECTOR OF INVESTMENT MANAGMENT SERVICES GROUP owns less than 5%
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BURKHART, JR., CHARLES, BYRON
MANAGER owns less than 5%
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CHRISTOPHER C WHEATON
MANAGING PRINCIPAL, SENIOR ADVISOR owns more than 5% but less than 10%
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CRAIG BERNARD KELLER
MANAGING PRINCIPAL, SENIOR ADVISOR owns less than 5%
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CRAIG LITMAN
MANAGING PRINCIPAL, CO-FOUNDING PARTNER owns more than 10% but less than 25%
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GRETCHEN CAROL HOLLSTEIN
PRINCIPAL, SENIOR ADVISOR owns less than 5%
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JENNIFER ANN CECCARELLI
PRINCIPAL, CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER, INVESTMENT MANAGEMENT SERVICES GROUP owns less than 5%
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JEREMY LAWRENCE DEGROOT
MANAGING PRINCIPAL, CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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JOHN FRANK CHEE
PRINCIPAL, SENIOR RESEARCH ANALYST owns less than 5%
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JOHN MICHAEL BAXMAN
PRINCIPAL, SENIOR ADVISOR owns less than 5%
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KENNETH EDMOND GREGORY
MANAGING PRINCIPAL, CO-FOUNDING PARTNER owns more than 10% but less than 25%
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LITMAN GREGORY CAPITAL PARTNERS, LLC
OWNER owns 75% or more
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RAJAT JAIN
PRINCIPAL, SENIOR RESEARCH ANALYST owns less than 5%
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RONALD TIMOTHY JOHNSON
PRINCIPAL owns more than 5% but less than 10%
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ROSEMONT PARTNERS III, L.P.
OWNER owns more than 10% but less than 25%
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STEPHEN A. DISENHOF
PRINCIPAL owns less than 5%
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STEVE MATTHEW SAVAGE
MANAGING PRINCIPAL, CHIEF EXECUTIVE OFFICER owns more than 5% but less than 10%
Indirect Owners
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CHRISTOPHER C WHEATON
MANAGING PRINCIPAL
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CRAIG BERNARD KELLER
MANAGING PRINCIPAL
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CRAIG LITMAN
MANAGING PRINCIPAL
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JEREMY LAWRENCE DEGROOT
MANAGING PRINCIPAL
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KENNETH EDMOND GREGORY
MANAGING PRINCIPAL
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ROSEMONT INVESTMENT PARTNERS III, LLC
GENERAL PARTNER
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STEVE MATTHEW SAVAGE
MANAGING PRINCIPAL
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