Willow Grove Advisors, LLC

Willow Grove Advisors, LLC (CRD# 151993) is a financial advisory firm headquartered in Berkeley, CA. They manage $53,696,615 in 150 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $357,977
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Willow Grove Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keley R. Petersen
CRD#: 1738238
2040 Bancroft Way, Suite 201, Berkeley, CA 94704
100
Wealthminder
score

Keley Petersen (CRD# 1738238) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 29 years of experience in the finance industry.

2
Jeffrey S. Petersen
CRD#: 5569357
2040 Bancroft Way, Suite 201, Berkeley, CA 94704
93
Wealthminder
score

Jeffrey Petersen (CRD# 5569357) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 8 years of experience in the finance industry.

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