LITMAN GREGORY WEALTH MANAGEMENT, LLC - Financial Advisor in California, Larkspur

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

About 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

Firm CRD#:

107611

Firm SEC#:

801-50916

Assets Under Management:

$2,411,865,613

No. of Clients:

1890

No. of Advisors:

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

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$3,456,500,661

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$3,224,358,789

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