Litman Gregory Fund Advisors, LLC is a large advisory firm based in Walnut Creek. It manages $2.69 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Litman Gregory Fund Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Litman Gregory Fund Advisors, LLC is $2.69 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Litman Gregory Fund Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Kenneth Edmond Gregory is investment companies with 5 clients and $2.69 billion of assets under management. Among the 8 most similar advisory firms, Litman Gregory Fund Advisors has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.69 billion for 5 clients. None of the firm’s clients are foreign persons or businesses.
Litman Gregory Fund Advisors doesn't advise any private funds.
The company employs 25 people that are either part- or full-time employees. 24 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kenneth Edmond Gregory has been acting as President since 1 Jan 2014. Steve Matthew Savage joined the executive team most recently as the President.
The principal office where Litman Gregory Fund Advisors, LLC performs its advisory services is located at 1676 N. California Blvd, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-254-8999 or by fax 925-254-0335. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at mastersfunds.com.