WILLOW GROVE ADVISORS, LLC of BERKELEY, CA is an SEC-registered investment adviser (CRD 151993). Regulatory assets under management: $369.8M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Keley Renee Petersen | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Jeffrey Scott Petersen | MEMBER | — |
| PETERSEN KELEY RENEE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| PETERSEN JEFFREY SCOTT | MEMBER | — |