Willow Cove Investment Group, Inc.
Firm details
- Headquarters
- Winneconne, Wisconsin
- CRD number
- 107824
- Registered since
- March 26, 2001
- Website
- willowcove.net
Firm profile
FINTRXOverview
Willow Cove Investment Group, Inc. is organized as a corporation with ownership described as a mix of a domestic entity and an individual. Public filings and the provided profile include minimal detail on the firm’s business lines, fee structure, client segments, or advisory services. The firm is classified as “unclassified” in the dataset and is not identified as a capital allocator or an active ESG investor. It is not listed as a multistate adviser, nor is it flagged as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Richard Rock
Senior Vice President, Investment AdvisorCRD 2779692
Richard Riva
Wealth AdvisorCRD 2157887
Michael Frager
Investment AdvisorCRD 1230622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Winneconne, WI
Winnebago
Location
Winneconne, WI
Headquartered in Winneconne, WI, anchoring the Appleton-Oshkosh-Neenah, WI metro in the Midwest.
- Metro area
- Appleton-Oshkosh-Neenah, WI
- Region
- Midwest
- County
- Winnebago
- Address
- 5887 T Bar Ln
- Time zone
- CT (UTC-6)
- Office locations
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