WILLOW TREE CAPITAL CORP ADVISORS LLC

450 Park Avenue
29th Floor
New York, New York 10022
Tel: 212-218-1090

About WILLOW TREE CAPITAL CORP ADVISORS LLC

WILLOW TREE CAPITAL CORP ADVISORS LLC, formally registered with the SEC as WILLOW TREE CAPITAL CORP ADVISORS LLC. The firm was established in 10/25/2023. They have over 2 offices throughout the country.

WILLOW TREE CAPITAL CORP ADVISORS LLC is a New York, New York based Financial Planning firm with nearly $310,307,565 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328528
SEC#	801-128955
Assets Managed by Firm	$310,307,565
No. of Clients	2
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$310,307,565

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