Willow Creek Capital Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333911
- SEC number
- 801-134896
- Firm type
- RIA
- Assets under management
- $280.0M as of May 28, 2026
- Website
- www.raymondjames.com/willowcreekcm ↗
- Phone
- 406-830-3286
- Address
- 432 W Spruce St., Missoula, MT, 59802
Advisors at this firm
3 in our index · page 1 of 1
-
Lucas Lambros DuffyCRD 7997294 · Missoula, MTIA RegisteredRegistration inactive
-
Susan Ann EstepCRD 1636058 · Missoula, MTIA RegisteredRegistration inactive
-
David Anthony WeberCRD 4723892 · Missoula, MTIA RegisteredRegistration inactive
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 333911 ↗
FINRA BrokerCheck record for firm CRD 333911 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.