Adviser Profile
| As of Date | 02/11/2024 |
| Registration status | Registration Changed to WILLOW FINANCIAL LLC |
| ADV Location | ROGERS, MA, United States |
| Contact Info | (61 xxxxxxx |
| Websites |
| AUM* | 32,012,872 |
| of that, discretionary | 32,012,872 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 385,697 |
| % High Net Worth | 22.41% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
32M
27M
23M
18M
14M
9M
5M
2023
2024
Private Funds
No private funds