WILLOW GROVE ADVISORS, LLC

Tel: 510-705-1693 1919 Addison St Suite 101 Berkeley, California 94704

About WILLOW GROVE ADVISORS, LLC

WILLOW GROVE ADVISORS, LLC is a Berkeley, California based financial advisory firm with nearly $227,493,853 in assets under management and provides investment advisory services for 581 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

151993

Firm SEC#:

801-117042

Assets Under Management:

$227,493,853

No. of Clients:

581

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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