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WESTHILL FINANCIAL ADVISORS, INC.
Tel: 415-456-2292
999 Fifth Ave., Suite 300 San Rafael, California 94901
WESTHILL FINANCIAL ADVISORS, INC.
WESTHILL FINANCIAL ADVISORS, INC. is a San Rafael, California based financial advisory firm with nearly $588,764,517 in assets under management and provides investment advisory services for 1165 clients. There are currently 13 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
152506
SEC#:
801-71005
No. of Clients:
1165
Assets under Management
$588,764,517
No. of Advisors:
13
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