Overview
Assets Under Management: $589 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 210
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 210
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.64
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,165
Discretionary Accounts: 1,160
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 152506
Last Filing Date: 2024-12-11 00:00:00
Website: https://westhillfa.com