Overview
Assets Under Management: $589 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 210
Average Client Assets: $3 million
Frequently Asked Questions
WESTHILL FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152506), WESTHILL FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
WESTHILL FINANCIAL ADVISORS, INC. is headquartered in SAN RAFAEL, CA.
WESTHILL FINANCIAL ADVISORS, INC. serves 210 high-net-worth clients according to their SEC filing dated December 11, 2024. View client details ↓
According to their SEC Form ADV, WESTHILL FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
WESTHILL FINANCIAL ADVISORS, INC. manages $589 million in client assets according to their SEC filing dated December 11, 2024.
According to their SEC Form ADV, WESTHILL FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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