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Matthew Frank Taddei

President, CeoWesthill Financial Advisors, Inc.CRD 1231923

About Matthew Frank Taddei

Matthew Frank Taddei is listed as President, Ceo at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of Under 5%. Matthew Frank Taddei is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Frank Taddei work?

Matthew Frank Taddei is listed as President, Ceo at Westhill Financial Advisors, Inc. on SEC Form ADV.

How much of Westhill Financial Advisors, Inc. does Matthew Frank Taddei own?

Form ADV reports a beneficial ownership band of Under 5%.

Westhill Financial Advisors, Inc.

TitlePresident, Ceo
OwnershipUnder 5%
Control personYes
Since2009
View Westhill Financial Advisors, Inc. →

Westhill Financial Advisors, Inc.

TitleGrantor And Trustee
Ownership25-50%
Control personNo
Since2015
View Westhill Financial Advisors, Inc. →