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 registered with the SEC since 2001. FINTRX records indicate ownership is attributed to a domestic entity and an individual. The firm is listed as "Unclassified" for its regulatory classification. The dataset flags several negative indicators: it is not identified as a capital allocator, not an active ESG investor, not a multi‑state adviser, not a pension consultant, and not a related adviser. Core fields that would normally outline business activities, advisory scope, client segments and fee structure are blank in the source material, which limits the ability to describe investment preferences or target clients from this record alone.
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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