SEC CRD #801-71005
Our principals, financial advisors, and administrative service team all combine a passion for service and keen professional expertise. WestHill Financial Advisors® provides personalized wealth management, financial planning, and investment strategies to help clients define and achieve their ... WESTHILL FINANCIAL ADVISORS, INC. is a SAN RAFAEL, CA-based registered investment adviser managing $789M in assets with 11 employees (CRD #152506).
KIRK M. LUDWIG
CHIEF COMPLIANCE OFFICER
📞 (415) 456-2292
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AUM
$789M
Location
SAN RAFAEL, CA
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