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WILLOW CREEK CAPITAL MANAGEMENT, INC.
CRD 333911 · SEC 801-134896
432 W SPRUCE ST., STE 102, MISSOULA, MT, 59802, United States
Phone
406-830-3286
Fax
406-830-3291
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.0M
Discretionary AUM
$232.0M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $74.3M |
| High net worth individuals | 98 | $182.1M |
| Pension/profit sharing plans | 7 | $21.6M |
| Charitable organizations | 5 | $1.8M |
| Corporations/business entities | 4 | $151K |
States served
CA, CO, MT, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD