The Hyland Family Trust U/T/A Dated 1/30/23 is listed as Direct Owner at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Hyland Family Trust U/T/A Dated 1/30/23 work?
The Hyland Family Trust U/T/A Dated 1/30/23 is listed as Direct Owner at Westhill Financial Advisors, Inc. on SEC Form ADV.
How much of Westhill Financial Advisors, Inc. does The Hyland Family Trust U/T/A Dated 1/30/23 own?
Form ADV reports a beneficial ownership band of 10-25%.