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 recorded as a corporate investment adviser that registered with the SEC in 2001. Ownership is listed as a combination of a domestic entity and an individual. The dataset classifies the firm as "unclassified" and flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser in the record, not newly formed, not a pension consultant, and not a related adviser. The snapshot provides no detail on client segments, fee schedules, specific business lines, or advisory strategies.
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 7James Brogan
Financial AdvisorCRD 1262111

Richard Riva
Wealth AdvisorCRD 2157887

Richard Rock
Senior Vice President, Investment AdvisorCRD 2779692
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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