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Financial Advisor

$53MM AUM | $450,000 GDC in Berkeley, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Berkeley, CA, US
12 Month Gross Revenue
$450,000
Number of Accounts
40
Avg Client Age
50

Overview

Willow Grove Advisors is a boutique wealth management firm with an international client base, that is a diverse mix of families, artists and CPAs, though we specialize in customized services for entrepreneurs, especially tech entrepreneurs, both pre and post IPO, based on where the entrepreneurs are in their personal and professional life-cycles. I founded Willow Grove Advisors because I wanted to work with global families and entrepreneurs in a way that would provide the kind of services and types of investments that are appropriate for who each client is and where they are in their life and profession. At Willow Grove I never want to sell products. We are completely a customer needs driven advisor.

 
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