WILLOW CREEK FINANCIAL
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 285670
- Registered since
- December 21, 2016
- Website
- www.oringreenfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.9%
- Individuals5.38%
- Charitable Organizations1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Willow Creek Financial is an independent registered investment adviser operating as a limited liability company and formed in 2016. The firm serves primarily individual and family clients and markets itself as a capital allocator, combining financial planning with discretionary portfolio management and selection of third‑party advisers. Its billings include a percentage‑of‑AUM component alongside hourly and fixed‑fee arrangements. Advisory services listed on the firm’s filings include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Willow Creek notes a preference for equity exposure and does not report active ESG investing as part of its stated approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds33%
- Derivatives8%
- Non-Exchange Traded Equities2%
- State & Local Bonds2%
Owners & executives
1 of 1CORRINE FIELDS
Chief Operating Officer, Financial AdvisorCRD 5297752
Contacts
3 of 4FRANCISCO LOPEZ
Investment ManagementCRD 4867375
DEAN KERNUS
Financial AdvisorCRD 4648374
Brett Nussen
Financial AdvisorCRD 6562336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$240M in ETFs
99%
$237M
<1%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.8M | 53,221 | 14.47% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 9820 Willow Creek Rd
- Time zone
- PT (UTC-8)
- Office locations
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