Unclaimed Profile

Alice Lowenstein

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California

Clean recordLITMAN GREGORY ASSET MANAGEMENT, LLC

1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 5248306Firm CRD# 107611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alice Lowenstein · WALNUT CREEK, CA

Registration

CRD #5248306 · LITMAN GREGORY ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

LITMAN GREGORY WEALTH MANAGEMENT, LLC

AUM

$2.4B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5248306

Firm CRD# 107611

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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