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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