Willow Creek Wealth Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Willow Creek Wealth Management Inc
CRD #109240
SEC #801-56562
CIK #0001632407
AUM$1.0 BB
Employees14
Phone707-829-1146
Address825 Gravenstein Hwy N Ste 5
Sebastopol, CA 95472
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BIV 63.2
BSV 48.5
COST 101,060.0 9.6
IPE 5.4
TIP 4.4
BND 4.0
BLL 18,590.0 2.7
AAPL 843,560.0 2.6
VNQ 2.0
JNJ 369,000.0 1.7
View All
Holdings by Sector ($BB)
Comparable Firms AUM ($BB)
Joel R MOGY Investment Counsel Inc
1.0
Lion Capital Americas Inc
1.0
True Capital Management LLC
1.0
Anfield Capital Management LLC
1.0
Integrated Advisors Network LLC
1.0
Pillar Pacific Capital Management LLC
1.0
Guideline Inc
1.0
Virgo Investment Group LLC
1.0
MIG Capital LLC
1.0
Rubicon Technology Management LLC
1.0