1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WILLOW CREEK FINANCIAL

Map pinSAN DIEGO, CA
Phone(858) 634-3232
NotebookSEC #801-108776
Total AUM
$528.8M
Employees
7
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9820 WILLOW CREEK ROAD
SUITE 210
SAN DIEGO
CA 92131
United States
Operating Hours
8-5PM
Monday - Friday
Phone
(858) 634-3232

ReceiptFinancials

Total AUM
$528.8M
Accounts
873
Discretionary
$524.8M
Accounts
865
Non-Discretionary
$4M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
83
AUM
$28.5M
HNW Individual Clients
155
AUM
$491.2M
Charitable Organization Clients
1
AUM
$9.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANCNENHTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account