Willow Creek Wealth Management Inc


Assets, Funds, Holdings

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Willow Creek Wealth Management Inc
CRD #109240
SEC #801-56562
AUM $1.0 BB (93% Disc, 100% US, 2019-10-17)
Employees14 (64% Investors, 0% Brokers)
Address825 Gravenstein Hwy N
Sebastopol, CA 95472
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
BIV 54.6
BSV 45.6
IPE 9.3
ITE 8.4
SPIB 7.3
SPTS 7.3
SPSB 7.2
BIL 5.4
SPAB 4.5
VNQ 3.5
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
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NY 1.0
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