WESTHILL FINANCIAL ADVISORS, INC. - Financial Advisor in California, San Rafael

Tel: 415-456-2292 999 Fifth Ave., Suite 300 San Rafael, California 94901

About 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

Firm CRD#:

152506

Firm SEC#:

801-71005

Assets Under Management:

$588,764,517

No. of Clients:

1165

No. of Advisors:

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

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