Willowfield Ventures LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149954
Fee structure
Fixed Fees, Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Willowfield Ventures LLC operates as a limited liability company focused on investment activities primarily for individual and family clients. The firm acts as a capital allocator, selecting other advisers to manage investments on behalf of its clients. While it does not engage in active ESG investing, it maintains a straightforward fee structure that includes fixed fees and other arrangements. The firm is not classified under any specific category and does not have affiliations with pension consulting or multi-state advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Denis Curran

    Chief Executive OfficerCRD 4385132

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth