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Willow Grove Advisors LLC
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CRD # | 151993 |
SEC # | 801-117042 |
CIK # | |
AUM | $227.5 MM (2024-03-28) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 510-705-1693 |
Address | 1919 Addison St Berkeley, CA 94704 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 85 | 26.7 |
(b) Individuals (high net worth individuals) | 76 | 200.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 581 | 227.5 |
By Discretionary | ||
Discretionary | 566 | 222.8 |
Non-Discretionary | 15 | 4.7 |
Total | 581 | 227.5 |
By Non-United States Persons | ||
Non-United States Persons | 10.2 | |
United States Persons | 217.3 | |
Total | 581 | 227.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hilton Head Capital Partners LLC
✚
|
SC | 0.2 |
Lantern Wealth Advisors LLC
✚
|
NY | 0.2 |
Farrow Financial Inc
✚
|
VT | 0.2 |
Silvia McColl Wealth Management LLC
✚
|
CA | 0.2 |
Atlantic Wealth Partners LLC
✚
|
FL | 0.2 |
E Batoff & Co Inc
✚
|
FL | 0.2 |
McDermott Investment Advisors LLC
✚
|
FL | 0.2 |
Griffin Family Partners LLC
✚
|
TN | 0.2 |
Switchpoint Financial Planning LLC
✚
|
UT | 0.2 |
LotusGroup Advisors LLC
✚
|
CO | 0.2 |