WILLOW GROVE ADVISORS, LLC
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 151993
- Registered since
- July 26, 2019
- Website
- willowgroveadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.49%
- Individuals11.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Willow Grove Advisors, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. It charges clients based on a percentage of assets under management and can also bill hourly for certain services. Willow Grove positions itself as a capital allocator and identifies as an active ESG investor. The adviser was registered with the SEC in 2019 and is organized as an LLC.
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities13%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
- Private Funds1%
Contacts
3 of 7WING-YIN KONG
Planning AdvisorCRD 6126267
KELEY PETERSEN
PresidentCRD 1738238
Sarah Smith
Administrative AssistantCRD 7651764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 1919 Addison St
- Time zone
- PT (UTC-8)
- Office locations
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