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LITMAN GREGORY WEALTH MANAGEMENT, LLC

Tel: 415-461-8999
1100 Larkspur Landing Circle
Suite 300
Larkspur, California  94939

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LITMAN GREGORY WEALTH MANAGEMENT, LLC

LITMAN GREGORY WEALTH MANAGEMENT, LLC is a Larkspur, California based financial advisory firm with nearly $2,411,865,613 in assets under management and provides investment advisory services for 1890 clients. There are currently 25 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

107611

SEC#:

801-50916

No. of Clients:

1890

Assets under Management

$2,411,865,613

No. of Advisors:

25

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