Investment adviser · CRD 147958

WILLOW STREET ADVISORS, LLC

Investment adviser filing (IA)

NAPLES, FL, United States · Form ADV filed Mar 24, 2014

Regulatory AUM
$268M
Form ADV · Item 5.F
Client accounts
193
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 24, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9132 STRADA PLACE, 2ND FLOOR
NAPLES, FL, 34108, United States

CRD 147958

Filing source

Form ADV 805483 · Mar 24, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.