Litman Gregory Wealth Management: Detailed Company Information & Corporate Profile

Contact top employees from Litman Gregory Wealth Management

Summary

The company currently specializes in the Financial Services area. The annual revenue of Litman Gregory Wealth Management varies between 10M and 50M. To connect with Litman Gregory Wealth Management employee register on SignalHire.

Litman Gregory Wealth Management Websitelgam.com
Phone Number(415) 461-8999
Industries
Litman Gregory Wealth Management Headquarters address2301 E El Segundo Blvd, California, 90245 US
SpecialtiesAsset 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, charitable giving
Founded1987
Estimated Annual Revenue$10M - 50M

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Length of Employment

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Litman Gregory Wealth Management's workforce includes employees across a wide range of tenure levels.

6% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years67% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Litman Gregory Wealth Management
Monica Muñoz
Monica MuñozSenior Wealth Advisor, Senior Vice President
Email (3)
m***@hotmail.com , m***@yahoo.com , m***@gmail.com
Phone (4)
+1-323-***-**57 , +1-520-***-**61 , ...
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Elizabeth Miles Gueco Ungacta
Elizabeth Miles Gueco UngactaAssociate - Client Services
Phone (1)
+1-***-***-8188
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Taylor Welz PFS
Taylor Welz PFSSenior Advisor
Email (2)
w***@aol.com , w***@hotmail.com
Phone (4)
+1-870-***-**11 , +1-323-***-**45 , ...
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Alistair Savides
Alistair SavidesResearch Analyst
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Steve Savage
Steve SavageStrategic Advisor
Phone (1)
+1-***-***-9565
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Diane
DianeFinance Consultant
Phone (1)
+1-***-***-7163
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Kathlyne Kiaie
Kathlyne KiaieDirector - Chief Compliance Officer
Email (2)
k***@hotmail.com , k***@yahoo.com
Phone (3)
+1-909-***-**99 , +1-205-***-**64 , ...
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Sheila Kilper
Sheila KilperVP Client Services
Email (2)
k***@wedgewood-partners.com , s***@yahoo.com
Phone (4)
+1-909-***-**37 , +1-520-***-**79 , ...
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Laura White
Laura WhiteCompliance Assistant
Email (4)
l***@yahoo.com , w***@gmail.com , w***@fredfinch.org , ...
Phone (4)
+1-480-***-**16 , +1-480-***-**02 , ...
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Jason Siedle
Jason SiedleVP - Operations
Phone (1)
+1-***-***-0925
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Anthony Estrada
Anthony EstradaVP of Operations
Phone (1)
+1-***-***-7380
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Companies Similar to Litman Gregory Wealth Management

Litman Gregory Wealth Management Corporate Information: FAQ

Litman Gregory Wealth Management operates in the Finance industries. More details can be found on the official website: lgam.com.
The headquarters of Litman Gregory Wealth Management are located in El Segundo, United States.
You can contact Litman Gregory Wealth Management by phone at (415) 461-8999.
Litman Gregory Wealth Management's revenue is approximately 10.7M.

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