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The Diane McCracken Trust U/T/A Dated 10/6/08

Direct OwnerWesthill Financial Advisors, Inc.

About The Diane McCracken Trust U/T/A Dated 10/6/08

The Diane McCracken Trust U/T/A Dated 10/6/08 is listed as Direct Owner at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

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

Frequently asked questions

Where does The Diane McCracken Trust U/T/A Dated 10/6/08 work?

The Diane McCracken Trust U/T/A Dated 10/6/08 is listed as Direct Owner at Westhill Financial Advisors, Inc. on SEC Form ADV.

How much of Westhill Financial Advisors, Inc. does The Diane McCracken Trust U/T/A Dated 10/6/08 own?

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

Westhill Financial Advisors, Inc.

TitleDirect Owner
OwnershipUnder 5%
Control personNo
Since2023
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