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Litman Gregory Asset Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $4.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $3.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Lesley Estelle Cannan
September 2014
Monica Blair Muñoz
January 2014
Gretchen Carol Hollstein
February 2011
Christopher C Wheaton
May 2013
Craig Bernard Keller
October 2010

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Litman Gregory Fund Advisors LLC IAR $2,688,268,916

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Craig Litman Managing Principal, Co-Founding Partner July, 1995 10% to 25%
      Kenneth Edmond Gregory Managing Principal, Co-Founding Partner July, 1995 10% to 25%
      Jeremy Lawrence Degroot Managing Principal, Chief Investment Officer January, 2003 5% to 10%
      Christopher C Wheaton Managing Principal, Senior Advisor January, 2001 5% to 10%
      Ronald Timothy Johnson Principal July, 1995 5% to 10%
      Steve Matthew Savage Managing Principal, Chief Executive Officer January, 2003 5% to 10%
      John Frank Chee Principal, Senior Research Analyst January, 2011 less than 5%
      Rajat Jain Principal, Senior Research Analyst January, 2010 less than 5%
      Jennifer Ann Ceccarelli Principal, Chief Compliance Officer, Chief Operations Officer, Investment Management Services Group January, 2011 less than 5%
      Craig Bernard Keller Managing Principal, Senior Advisor January, 2007 less than 5%
      Gretchen Carol Hollstein Principal, Senior Advisor January, 2010 less than 5%
      Alice Lowenstein Principal, Director Of Investment Managment Services Group January, 2011 less than 5%
      John Michael Baxman Principal, Senior Advisor January, 2016 less than 5%
      Stephen A. Disenhof Principal January, 2004 less than 5%
      Burkhart Jr. Charles Byron Manager April, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees