Craig KellerCRD Number: 4803363
Current Firm: Litman Gregory Wealth Management, LLC
Craig Keller (CRD# 4803363) is an Investment Advisor Representative working at Litman Gregory Wealth Management, LLC in Walnut Creek, CA and has 1 year of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Litman/gregory Asset Management, LLC||Larkspur, CA||Jan 2003 - Current||18|
Total Assets Under Management2,329MILLIONS
Total Number of Accounts1,737ACCOUNTS
Average Account Value$1,340,574
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, HI, IL, LA, MA, MN, NE, NH, NV, NY, TX, VA, WA
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