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AdvisorIntelligence is published by Litman/Gregory Analytics, LLC and our mission is to share the independent investment research, client communications, and practice management expertise that helped our firm grow to over $5 billion in assets under management.
Litman/Gregory Asset Management, LLC, founded in 1987, is a fee-only investment advisor based in Larkspur and Orinda, CA.
AdvisorIntelligence is designed for U.S.-based financial advisors.
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