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
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
SOWELL MANAGEMENT 5320 Northshore Drive North Little Rock, AR, 72118	$3,329,402,135	13257	157
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4

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