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Building 2WILLOW GROVE ADVISORS, LLC

Map pinBERKELEY, CA
Phone510-705-1693
NotebookSEC #801-117042
Total AUM
$369.8M
Employees
7
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1919 ADDISON ST
SUITE 101
BERKELEY
CA 94704
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
510-705-1693

ReceiptFinancials

Total AUM
$369.8M
Accounts
782
Discretionary
$344.9M
Accounts
680
Non-Discretionary
$24.9M
Accounts
102

ContactClients

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Individual Clients
100
AUM
$42.6M
HNW Individual Clients
94
AUM
$327.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLAMANENYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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