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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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