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Litman Gregory Wealth Management

Financial Services

Specialities :
Asset management
Investment research
Global asset allocation
Manager selection
Fund of managers

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Litman Gregory Wealth Management

What does Litman gregory wealth management do?+

Founded in 1987, Litman Gregory Wealth Management is a San Francisco Bay area firm serving a nationwide client base and is a pioneer in providing independent wealth management services. For over three decades, Litman Gregory has focused on providing in-depth investment research and personalized wealth management to individuals and multigenerational families to help them achieve their financial goals. The company also supports nonprofit organizations by serving as their fiduciary partner and outsourced chief investment officer. In June 2021 Litman Gregory joined IM Global Partner, a privately held global asset management network dedicated to investment and wealth management. Combining capabilities, common...

What are Litman gregory wealth management's specialties? +

Asset management,investment research,global asset allocation,manager selection,fund of managers,managed portfolios,mutual funds,investment advisor,wealth management,financial planning,charitable giving,legacy planning,wealth transition,retirement planning,wealth planning,tax planning,and charitable giving

What is Litman gregory wealth management's industry? +

Litman gregory wealth management operates in the Financial services industry.

What is Litman gregory wealth management's revenue? +

Litman gregory wealth management's revenue is 11m - 100m

What is Litman gregory wealth management's company size? +

Litman gregory wealth management has 11 - 50 employees.

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