Willow Grove Advisors, LLC

CRD 151993 · Berkeley, CA · $369.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151993
SEC number: 801-117042
Firm type: RIA
Assets under management: $369.8M as of Mar 13, 2026
Website: www.willowgroveadvisors.com ↗
Phone: 510-705-1693
Address: 1919 Addison St, Berkeley, CA, 94704

Advisors at this firm

7 in our index · page 1 of 1

Claudina Elizebeth CampbellCRD 5618426 · Berkeley, CA

IA Registered
Wing-Yin Emily KongCRD 6126267 · Berkeley, CA

IA RegisteredRegistration inactive
Laura M. KohlerCRD 8236597 · Berkeley, CA

IA Registered
Jeffrey Scott PetersenCRD 5569357 · Berkeley, CA

IA Registered
Keley Renee PetersenCRD 1738238 · Berkeley, CA

IA Registered
Arijeet SinghCRD 8161589 · Brier, WA

IA Registered
Sarah Elizabeth SmithCRD 7651764 · Berkeley, CA

IA Registered

Source & corrections

Where this page comes from

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