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).
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Total Assets Under Management227MILLION
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Total Number of Accounts581ACCOUNTS
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Average Account Value$391,556
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, WA
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.
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.
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.
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.
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.