Willow Grove Advisors, LLC

Willow Grove Advisors, LLC (CRD# 151993) is a financial advisory firm headquartered in Berkeley, CA. They manage $227,493,853 in 581 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1919 Addison St, Suite 101, Berkeley, CA 94704
https://www.linkedin.com/company/560207/
By the Numbers
  • Total Assets Under Management
    227
    MILLION
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $391,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, WA

Financial Advisors at Willow Grove Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Claudina Campbell, financial advisor Berkeley CA
Claudina E. Campbell
CRD#: 5618426
1919 Addison St, Suite 101, Berkeley, CA 94704

Claudina Campbell (CRD# 5618426) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 18 years of experience in the finance industry.

2
Wing-yin Kong, financial advisor Berkeley CA
Wing-yin E. Kong
CRD#: 6126267
1919 Addison St, Suite 101, Berkeley, CA 94704

Wing-yin Kong (CRD# 6126267) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 10 years of experience in the finance industry.

3
Jeffrey Petersen, financial advisor Berkeley CA
Jeffrey S. Petersen
CRD#: 5569357
2040 Bancroft Way, Suite 201, Berkeley, CA 94704

Jeffrey Petersen (CRD# 5569357) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has over 15 years of experience in the finance industry.

4
Keley Petersen, financial advisor Berkeley CA
Keley R. Petersen
CRD#: 1738238
1919 Addison St, Suite 101, Berkeley, CA 94704

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.

5
Sarah Smith, financial advisor Berkeley CA
Sarah E. Smith
CRD#: 7651764
1919 Addison St, Suite 101, Berkeley, CA 94704

Sarah Smith (CRD# 7651764) is an Investment Advisor Representative working at Willow Grove Advisors, LLC in Berkeley, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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