WILLOW STREET ADVISORS, LLC
CRD #147958 SEC #801-69582 NAPLES, FL (239) 596-9080
SEC Registered
Total AUM
$230.3M
Discretionary
$230.3M
Employees
6
Clients
1
Accounts
168
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $267.9M | $267.9M | $0 | 5 | 26 |
| Feb 2013 | $248.1M | $248.1M | $0 | 10 | 26 |
| Sep 2012 | $230.3M | $230.3M | $0 | 6 | 26 |
| Aug 2012 | $230.3M | $230.3M | $0 | 6 | 26 |
| Jul 2012 | $230.3M | $230.3M | $0 | 6 | 26 |
| Jan 2012 | $230.3M | $230.3M | $0 | 6 | 26 |
| Mar 2011 | $165.9M | $165.9M | $0 | 10 | -- |
| Mar 2011 | $165.9M | $165.9M | $0 | 10 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
| Sep 2008 | $0 | $0 | $0 | 5 | -- |
DateMar 2014
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees5
Clients26
DateFeb 2013
Total AUM$248.1M
Discretionary$248.1M
Non-Disc.$0
Employees10
Clients26
DateSep 2012
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees6
Clients26
DateAug 2012
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees6
Clients26
DateJul 2012
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$230.3M
Discretionary$230.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$165.9M
Discretionary$165.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--