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WILLOW
2860 West Walnut Street
Suite 100
Rogers, Arkansas 72756
Tel: (479) 709-3949
About WILLOW
WILLOW, formally registered with the SEC as WILLOW. The firm was established in 11/01/2024. They have over 1 offices throughout the country.
WILLOW is a Rogers, Arkansas based Financial Planning firm with nearly $110,146,108 assets under management, offering retirement planning & investment advisory services to 326 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325785 |
| SEC# | 801-131403 |
| Assets Managed by Firm | $110,146,108 |
| No. of Clients | 326 |
| No. of Advisors | 6 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 326 | $110,146,108 |
| Individuals (other than high net worth individuals) | 75 | $40,191,007 |
| High net worth individuals | 33 | $69,955,101 |
More Retirement Planning firms in Rogers, Arkansas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $2,593,400,723 | 7674 | 252 | |
| $2,346,620,000 | 4 | 4 | |
| $1,637,149,230 | 2873 | 23 |
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