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. Reported ownership is split between a domestic entity and an individual. The firm is classified as unclassified in the source profile. The profile indicates Willow Cove Investment Group, Inc. does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, was not newly formed at the time of registration, and is not described as a pension consultant or a related adviser. Publicly supplied fields for the firm’s client base, fee structure, business activities and core advisory activities are not populated in the source profile, so the firm’s client mix and service offering are not detailed there.
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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