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 a corporation that registered with the SEC in 2001. FINTRX classifies the firm as "Unclassified" and identifies its ownership as a domestic entity and an individual. The firm indicates it is not a capital allocator, not an active ESG investor, not a pension consultant, and not a related adviser. It also reports it is not a multi-state adviser and is not newly formed. The firm has not published details in the FINTRX snapshot about its advisory activities, fee schedules, or typical client segments, limiting visibility into its business model and service mix.
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 7JAMES BROGAN
Financial AdvisorCRD 1262111
RICHARD RIVA
Wealth AdvisorCRD 2157887
RICHARD ROCK
Senior Vice President, Investment AdvisorCRD 2779692
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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