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Building 2WESTHILL FINANCIAL ADVISORS, INC.

Map pinSAN RAFAEL, CA
Phone415-456-2292
NotebookSEC #801-71005
Total AUM
$789.4M
Employees
11
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 FIFTH AVE., SUITE 300
SAN RAFAEL
CA 94901
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
415-456-2292
Other Offices
11

ReceiptFinancials

Total AUM
$789.4M
Accounts
1,272
Discretionary
$775.6M
Accounts
1,266
Non-Discretionary
$13.8M
Accounts
6

ContactClients

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Individual Clients
200
AUM
$85.7M
HNW Individual Clients
214
AUM
$685.8M
Pension/Profit Sharing Plan Clients
8
AUM
$16.1M
Corporation or Business Clients
4
AUM
$1.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHINHNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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