Willow Cove Investment Group, Inc.
Firm details
- Headquarters
- Winneconne, Wisconsin
- CRD number
- 107824
- Registered since
- March 26, 2001
- Website
- willowcove.net
Firm profile
FINTRXOverview
Willow Cove Investment Group, Inc. is organized as a corporation and has been SEC-registered since 2001. FINTRX classifies the firm as "Unclassified" and identifies ownership as a combination of a domestic entity and an individual. The dataset does not include descriptions of the firm’s advisory capabilities, client segments, fee model, or typical investment strategies. The profile shows several negative flags in categorical fields: the firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and no related advisers are listed. Those entries suggest limited public disclosure about specialist services or broader institutional mandates in the FINTRX snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Richard Rock
Senior Vice President, Investment AdvisorCRD 2779692

Richard Riva
Wealth AdvisorCRD 2157887

Michael Frager
Investment AdvisorCRD 1230622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winneconne, WI
Winnebago
Location
Winneconne, WI
Headquartered in Winneconne, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Winnebago
- Address
- 5887 T Bar Ln
- Time zone
- CT (UTC-6)
- Office locations
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