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Westhill Financial Advisors, Inc.

● SEC registered since 2010CRD 152506SEC# 801-71005San Rafael, CA
Export (members)
Reg. AUM
$684.4M
Employees
13
Accounts
1,212
Location
San Rafael, CA

Westhill Financial Advisors, Inc. assets under management

Westhill Financial Advisors, Inc. operates as an SEC-registered investment adviser based in San Rafael, CA. The firm has been registered since 2010. It reports $684.4 million in regulatory assets under management and employs 13 people.
westhillfa.comView on SEC.gov ↗

Westhill Financial Advisors, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Diane Marie McCracken ControlDirectorUnder 5%2009
Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06Direct Owner25-50%2023
Kirk Martin Ludwig ControlCfo, Cio, CcoUnder 5%2009
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Frequently asked questions

How much does Westhill Financial Advisors, Inc. manage?

Westhill Financial Advisors, Inc. reports $684.4 million in regulatory assets under management on its Form ADV.

How many employees does Westhill Financial Advisors, Inc. have?

Westhill Financial Advisors, Inc. reports 13 employees.

Where is Westhill Financial Advisors, Inc. located?

Westhill Financial Advisors, Inc. is based in San Rafael, CA and has been SEC-registered since 2010.

Does Westhill Financial Advisors, Inc. disclose fund performance?

Westhill Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address999 Fifth Ave., Suite 300, San Rafael, CA 94901
Phone415-456-2292
Fax415-456-2935
Office hours8:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$672.3M
Non-discretionary$12.1M
Total (RAUM)$684.4M