Skip to main content

WILLOW GROVE ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$369,783,619
Discretionary
$344,908,468
Non-discretionary
$24,875,151

Firm details

CRD number
151993
SEC file number
801-117042
Main office
BERKELEY, CA, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.