Willowfield Ventures LLC
Firm details
- Headquarters
- ,
- CRD number
- 149954
- Fee structure
- Fixed Fees, Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Denis Curran
Chief Executive OfficerCRD 4385132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Payne Capital Management, LLC
RIANew York, NY
Cetera Investment Advisers LLC
RIASchaumburg, IL
Sawyer Falduto Asset Management, LLC
RIAElmhurst, IL
Conservativemoney LLC
RIACleveland, OH
Firva Capital Management LLC
RIATampa, FL
Brown Financial Advisors, LLC
RIAMilford, OH