Litman Gregory Asset Management LLC
Legal Name: LITMAN GREGORY ASSET MANAGEMENT, LLC
Full Contact Details
Litman Gregory Asset Management LLC
1676 N. CALIFORNIA BLVD., SUITE 500, WALNUT CREEK, CA
925-254-8999
925-254-0335
Other Info
Litman Gregory Asset Management LLC, also known as LITMAN GREGORY ASSET MANAGEMENT, LLC, is a California-based limited liability company that offers professional financial advisory services. With a team of 56 employees, including 21 advisory staff, the firm caters to the financial needs of 371 clients. Litman Gregory Asset Management LLC is a registered entity with a status of "Approved" as per the U.S. Securities and Exchange Commission, and has been registered since December 29, 1995.
Wealth Management for Individuals, Families & Nonprofits | Litman Gregory
Litman Gregory brings a full range of wealth planning strategies and deep knowledge of investments to help clients attain financial success. Learn more about our services.
AdvisorIntelligence
Investment professionals can access Litman Gregory's manager selection, asset allocation, and investment research expertise through AdvisorIntelligence.
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
Firms Located Nearby
Top Holdings
- ISHARES TR CORE S&P500 ETF $41,357k
- ISHARES TR CORE S&P TTL STK $21,328k
- ISHARES TR $15,808k
- ISHARES TR CORE US AGGBD ET $15,194k
- ISHARES TR RUSSELL 2000 ETF $12,300k
- ISHARES $8,560k
- ISHARES INC CORE MSCI EMKT $5,777k
- ISHARES TR BARCLAYS 7 10 YR $4,432k
- ISHARES TR IBOXX HI YD ETF $4,302k
- ISHARES TR JPMORGAN USD EMG $3,715k