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Building 2WILLOW INVESTMENT SERVICES

Map pinWAYNE, PA
Phone610-975-9100
NotebookSEC #801-34541
Total AUM
$117.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 SOUTH WARNER ROAD
SUITE 110
WAYNE
PA 19087
USA
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
610-975-9100

ReceiptFinancials

Total AUM
$117.2M
Accounts
248
Discretionary
$47.1M
Accounts
94
Non-Discretionary
$70.1M
Accounts
154

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Rule Violation
State Registrations
AKAZCACTDEFLGAHIILMAMDMNNCNENJNYPASCVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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