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Home > Retirement Planners > california > berkeley > WILLOW GROVE ADVISORS, LLC
WILLOW GROVE ADVISORS, LLC
1919 Addison St
Suite 101
Berkeley, California 94704
Tel: 510-705-1693
About WILLOW GROVE ADVISORS, LLC
WILLOW GROVE ADVISORS, LLC, formally registered with the SEC as WILLOW GROVE ADVISORS, LLC. The firm was established in 07/26/2019. They have over 1 offices throughout the country.
WILLOW GROVE ADVISORS, LLC is a Berkeley, California based Financial Planning firm with nearly $227,493,853 assets under management, offering retirement planning & investment advisory services to 581 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151993 |
| SEC# | 801-117042 |
| Assets Managed by Firm | $227,493,853 |
| No. of Clients | 581 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
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 | 581 | $227,493,853 |
| Individuals (other than high net worth individuals) | 85 | $26,737,444 |
| High net worth individuals | 76 | $200,756,409 |
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