Willow Grove Advisors Email Formats

Financial Services • Berkeley, California, United States • 1-10 Employees

Willow Grove Advisors Email Formats

Willow Grove Advisors uses 2 email formats. The most common is {first initial} (e.g., j@willowgroveadvisors.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@willowgroveadvisors.com	50%
{first name}	john@willowgroveadvisors.com	50%

Key Contact at Willow Grove Advisors

Keley R. Petersen

Founder And C.E.O.

Company overview

Headquarters	2040 Bancroft Way, Suite 201, Berkeley, CA 94704, US
Phone number	+15107051771
Website	willowgroveadvisors.com
NAICS	52
SIC	628
Keywords	Working With Engineers, Working With Global Entrepreneurs In High Tech, Working With Multi-Generational Families
Founded	2009
Employees	1-10
Socials

About Willow Grove Advisors

Willow Grove Advisors, LLC, is a wealth management firm located in Berkeley, CA. Our clients include a diverse group of high-net-worth individuals and families, however we specialize in working with entrepreneurs, engineers and international families (impats, expats and foreign nationals). Our services are “client needs” drive and include financial planning, wealth management and investment management. Through our partners, we offer Estate Planning, insurance services, Charitable planning, and trust services. Our mission at Willow Grove Advisors, is 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 we never want to sell products. We are completely a fee based customer needs-driven advisor.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Vice President

Employees by Department

Willow Grove Advisors has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Willow Grove Advisors has never raised funding before.

Willow Grove Advisors Tech Stack

Discover the technologies and tools that power Willow Grove Advisors's digital infrastructure, from frameworks to analytics platforms.

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Yoast SEO

SEO

Amazon Web Services

PaaS

Nginx

Reverse proxies

Slider Revolution

Photo galleries

core-js

JavaScript libraries

Frequently asked questions

Willow Grove Advisors is located in Berkeley, California, US.

You can reach Willow Grove Advisors at +15107051771.

Willow Grove Advisors was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Willow Grove Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Willow Grove Advisors

Keley R. Petersen

Founder And C.E.O.

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