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WILLOW CREEK FINANCIAL

ORIN GREEN FINANCIAL, LLC

CRD 285670 · SEC 801-108776

Visit website

9820 WILLOW CREEK ROAD, SUITE 210, SAN DIEGO, CA, 92131, United States

Phone

(858) 634-3232

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$528.8M

Discretionary AUM

$524.8M

Team

7 total employees; 5 advisory reps; 1 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals83$28.5M
High net worth individuals155$491.2M

States served

CA, LA, NE, NC, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD