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Willow Grove Advisors, LLC

● SEC registered since 2019CRD 151993SEC# 801-117042Berkeley, CA
Export (members)
Reg. AUM
$300.1M
Employees
5
Accounts
720
Location
Berkeley, CA

Willow Grove Advisors, LLC assets under management

Willow Grove Advisors, LLC is an investment advisory firm registered with the SEC based in Berkeley, CA. The firm has been registered since 2019. It reports $300.1 million in regulatory assets under management and employs 5 people.
www.willowgroveadvisors.comView on SEC.gov ↗

Willow Grove Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeffrey Scott Petersen ControlMember5-10%2009
Keley Renee Petersen ControlManaging MemberOver 75%2009
Keley Renee Petersen ControlChief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Willow Grove Advisors, LLC manage?

Willow Grove Advisors, LLC reports $300.1 million in regulatory assets under management on its Form ADV.

How many employees does Willow Grove Advisors, LLC have?

Willow Grove Advisors, LLC reports 5 employees.

Where is Willow Grove Advisors, LLC located?

Willow Grove Advisors, LLC is based in Berkeley, CA and has been SEC-registered since 2019.

Does Willow Grove Advisors, LLC disclose fund performance?

Willow Grove Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1919 Addison St, Suite 101, Berkeley, CA 94704
Phone510-705-1693
Office hours8:30 a.m. - 5:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$272.1M
Non-discretionary$27.9M
Total (RAUM)$300.1M