AdvisorOS Directory
Claim Profile
GH

Gretchen Carol Hollstein

LITMAN GREGORY ASSET MANAGEMENT, LLC·WALNUT CREEK, California
Unclaimed Profile
1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596-4111CRD# 2296274Firm CRD# 107611
01

About

Gretchen Carol Hollstein 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# 2296274
Firm CRD# 107611
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Gretchen Carol Hollstein offer?
Gretchen Carol Hollstein specializes in Investment Management, Wealth Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Gretchen Carol Hollstein's credentials?
Gretchen Carol Hollstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gretchen Carol Hollstein located?
Gretchen Carol Hollstein 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 Gretchen Carol Hollstein charge for services?
Gretchen Carol Hollstein'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WALNUT CREEK
Paul Owens Javier — HAHN CAPITAL MANAGEMENT, LLCMichael Arthur Whitfield — HAHN CAPITAL MANAGEMENT, LLCDavid Matthew Allen — ACCUVEST GLOBAL ADVISORSNeil Jubaili — CEDAR WEALTH MANAGEMENT, LLCJohn David Schaeffer — HAHN CAPITAL MANAGEMENT, LLC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile