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Claudina Elizebeth Campbell

Willow Grove Advisors, LLC

Berkeley, CA

CRD 5618426

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Employer firm

Willow Grove Advisors, LLC CRD 151993

$370M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Willow Grove Advisors, Llc

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-12-13
CA RA APPROVED 2022-06-07
WA RA APPROVED 2022-06-07
  • MA RA
    APPROVED
    Since 2022-12-13
  • CA RA
    APPROVED
    Since 2022-06-07
  • WA RA
    APPROVED
    Since 2022-06-07

Branch Locations

1919 Addison St Suite 101, Berkeley, CA 94704 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paracle Advisors Llc Mercer Island WA 01/2009 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 Present
Willow Grove Advisors, Llc Berkeley CA 06/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-24
  • S65 Uniform Investment Adviser Law Examination
    2006-02-24
Designations
  • Certified Financial Planner
Other Names
  • Claud Beebe
  • Claudina Elizabeth Campbell

View on SEC IAPD

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VOLEON CAPITAL MANAGEMENT LP · BERKELEY, CA

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