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Alice Lowenstein

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California
Unclaimed Profile
1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 5248306Firm CRD# 107611
01

About

Alice Lowenstein is a registered financial advisor based in WALNUT CREEK, California, affiliated with LITMAN GREGORY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LITMAN GREGORY WEALTH MANAGEMENT, LLC
LITMAN GREGORY WEALTH MANAGEMENT, LLC
AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at LITMAN GREGORY WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5248306
Firm CRD# 107611
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alice Lowenstein offer?
Alice Lowenstein specializes in Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Alice Lowenstein's credentials?
Alice Lowenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alice Lowenstein located?
Alice Lowenstein is based in WALNUT CREEK, California, working with LITMAN GREGORY ASSET MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Alice Lowenstein charge for services?
Alice Lowenstein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITMAN GREGORY ASSET MANAGEMENT, LLC?
LITMAN GREGORY ASSET MANAGEMENT, LLC has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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