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Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06

Direct OwnerWesthill Financial Advisors, Inc.

About Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06

Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 is listed as Direct Owner at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 work?

Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 is listed as Direct Owner at Westhill Financial Advisors, Inc. on SEC Form ADV.

How much of Westhill Financial Advisors, Inc. does Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 own?

Form ADV reports a beneficial ownership band of 25-50%.

Westhill Financial Advisors, Inc.

TitleDirect Owner
Ownership25-50%
Control personNo
Since2023
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