Sarah
Smith
Willow Grove Advisors, LLC
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About this Advisor
Sarah Smith is a financial advisor based in Berkeley, California, working with Willow Grove Advisors, LLC. Sarah has previously held positions at Willow Grove Advisors, LLC, Dark Garden Corsetry, Covid-19 Unemployed, Marin Theatre Company, and University Of Puget Sound. Sarah has passed the Series 65 regulatory exam and is registered to provide services in California, Massachusetts, and Washington. Currently, Sarah is part of Willow Grove Advisors, LLC, which operates out of Berkeley, California. The firm has 5 employees and manages assets totaling $227.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Willow Grove Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Willow Grove Advisors, LLC Brokerage Details
$227,493,853
5
581
$391,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sarah Smith Work History
Willow Grove Advisors, LLC
Dark Garden Corsetry
Covid-19 Unemployed
Marin Theatre Company
University Of Puget Sound
Disclosures
Please visit the SEC profile of Sarah Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Willow Grove Advisors, LLC
Berkeley, CA
Berkeley, CA
Berkeley, CA
Berkeley, CA
Berkeley, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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