About Kelly A. Noonan of WILLOW CREEK WEALTH
Kelly A. Noonan is Chief Financial Officer, Partner at Willow Creek Wealth Management Inc. and has been affiliated with Willow Creek Wealth Management Inc. since February-2006.
Willow Creek Wealth Management Inc. is an investment advisor that manages 745.6 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions. The managers's latest filing has disclosed 794MM in positions, which represents 107% of the manager's regulatory AUM.
For more on Willow Creek Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Willow Creek Wealth Management Inc. is an investment advisor that manages 745.6 MM dollars in regulatory AUM and has 10 employees, of which 7 perform investment advisory functions. The managers's latest filing has disclosed 794MM in positions, which represents 107% of the manager's regulatory AUM.
For more on Willow Creek Wealth Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
WILLOW CREEK WEALTH StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.6%/yr
Co-workers of Kelly A. Noonan at WILLOW CREEK WEALTH
| Name | Title | In Position Since |
|---|
| Bruce J. Dzieza | President | May-1999 |
| Heather C. Cleland | Chief Compliance Officer, Partner | May-1999 |
| Jason R. Gittins | Secretary, Partner | February-2006 |
| Mark F. Keating | Partner | October-2011 |
| Teresa D. Mitchell | Assistant Compliance Officer | October-2011 |
Fundamental & Technical Factor Exposure
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Kelly A. Noonan Office Address
825 GRAVENSTEIN HWY. N.
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472
STE. #5
SEBASTOPOL, California
UNITED STATES, 95472
Kelly A. Noonan Contact Information
Phone Number: 707-829-1146
Fax Number: 707-829-0111
Website: null
Fax Number: 707-829-0111
Website: null
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