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Litman Gregory Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1676 N California Blvd Ste 500, Walnut C...Phone Number
(925) 254-8999Website
www.lgam.comRevenue
$20.1 MillionIndustry
About Litman Gregory Asset Management
Litman Gregory Wealth Management is a nationally recognized boutique firm specializing in wealth management for individuals, families, and nonprofits. With over three decades of experience, they provide a full range of wealth planning strategies and investment expertise to help clients achieve financial success. The firm emphasizes advice-driven relationships, transparency, and a commitment to clients' financial well-being. Their services include personal wealth management, strategic planning, and acting as fiduciary partners for nonprofits.Explore more
Litman Gregory Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Litman Gregory Asset Mana...
$20.1M
11-50
Private
-
1987
Ronald JohnsonManaging Partner, Chief Financial Officer
$5M
11-50
Private
<$5M
2002
Litman Gregory Asset Management Tech Stack
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Frequently Asked Questions Regarding Litman Gregory Asset Management
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Litman Gregory Wealth Management is a nationally recognized boutique firm specializing in wealth management for individuals, families, and nonprofits. With over three decades of experience, they provide a full range of wealth planning strategies and investment expertise to help clients achieve financial success. The firm emphasizes advice-driven re... Read More
