Frequently Asked Questions (FAQ) About
Litman Gregory Asset Management LLC
- Where is Litman Gregory Asset Management LLC Located
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1676 N. CALIFORNIA BLVD., SUITE 500, WALNUT CREEK, CA
- Litman Gregory Asset Management LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Litman Gregory Asset Management LLC, while the legal name is: LITMAN GREGORY ASSET MANAGEMENT, LLC
- Litman Gregory Asset Management LLC: How many employees does the firm employ?
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Litman Gregory Asset Management LLC has 56 employees, of which 21 are employees in advisory roles
- Litman Gregory Asset Management LLC: How many clients does the firm serve?
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It serves 371 clients.
- Litman Gregory Asset Management LLC: What are the top holdings of this firm?
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ISHARES TR CORE S&P500 ETF ISHARES TR CORE S&P TTL STK ISHARES TR ISHARES TR CORE US AGGBD ET ISHARES TR RUSSELL 2000 ETF ISHARES ISHARES INC CORE MSCI EMKT ISHARES TR BARCLAYS 7 10 YR ISHARES TR IBOXX HI YD ETF ISHARES TR JPMORGAN USD EMG
- Litman Gregory Asset Management LLC: What other investment firms are located in the vicinity?
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Destination Wealth Management Sierra Investment Partners Inc Park Miller LLC Casilio Leitch Investments LLC Castle Rock Wealth Management LLC Garrison Point Funds LLC Pring/Turner Capital Group Inc Accuvest Global Advisors Sequoia Planning & Investments LLC Garrison Point Advisors LLC