RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 13, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTORD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTORD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTORD Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTORD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTORD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTORD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTORD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERD Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERD Control
STEVENS, RICHARD, HOWARDIMEMBER/ MANAGING DIRECTORD Control
STEVENS, RICHARD, HOWARDIMEMBER/ MANAGING DIRECTORD Control
STEVENS, RICHARD, HOWARDIMEMBER/ MANAGING DIRECTORD Control
BRAY, CHRISTOPHER, PIMEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICERC Control
BRAY, CHRISTOPHER, PAULIMEMBER/MANAGING DIRECTORC Control
KEAMS, DAVID, BIMEMBER/MANAGING DIRECTORC Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTORC Control
KEARNS, DAVID, BENJAMINIMEMBER/MANAGING DIRECTOR//CHIEF COMPLIANCE OFFICERC Control
STEVENS, RICHARD, HOWARDIMEMBER/CHIEF INVESTMENT OFFICERC Control
STEVENS, RICHARD, HOWARDIMEMBER/CHIEF INVESTMENT OFFICERC Control
STEVENS, RICHARD, HOWARDIMEMBER/ MANAGING DIRECTORC Control

Registrations

Federal

IA
Jul 13, 2012 REGISTERED

Notice Filings (2)

FL OH

Address

9132 STRADA PLACE, 2ND FLOOR
NAPLES, FL 34108
United States
Phone: (239) 596-9080