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Willow Run Advisors

EST. AUM
$2,202,734,364

CONTACTS

CLIENT ACCOUNTS
20

Firm Details

Metro area New York City
CRD Number 343930
Website willowrunadvisors.com
Client types

Overview

Willow Run Advisors, LLC is a New York-based SEC-registered investment adviser providing financial planning and investment management to individuals, families, trusts, foundations, corporations and other institutions. The firm previously operated under a family-office exclusion, and its current assets originated from that family-office relationship, but it is now expanding to a broader client base. Willow Run manages portfolios using strategic asset allocation with tactical adjustments, mutual funds, ETFs, individual securities and selected alternative exposures. It may delegate assets to sub-advisers, principally affiliate Obsidian CIO, while retaining oversight. The firm emphasizes downside risk management, tailored advice, fiduciary service and ongoing portfolio monitoring.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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