WILLOW FINANCIAL LLC

WILLOW
ROGERS, Arkansas·2 registered advisors·CRD# 325785
SEC# 801-1314030(479) 709-3949
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WILLOW FINANCIAL LLC

2 registered advisors
Philip A Kapler
ROGERS, Arkansas
Steven Michael Schmitt
ROGERS, Arkansas
05

Office Locations

ROGERS, Arkansas
2 advisors

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Data sourced from SEC Form ADV filings. WILLOW FINANCIAL LLC (CRD# 325785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.