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Home > Retirement Planners > california > san rafael > WESTHILL FINANCIAL ADVISORS, INC.
WESTHILL FINANCIAL ADVISORS, INC.
999 Fifth Ave., Suite 300
San Rafael, California 94901
Tel: 415-456-2292
About WESTHILL FINANCIAL ADVISORS, INC.
WESTHILL FINANCIAL ADVISORS, INC, formally registered with the SEC as WESTHILL FINANCIAL ADVISORS, INC. The firm was established in 01/21/2010. They have over 13 offices throughout the country.
WESTHILL FINANCIAL ADVISORS, INC. is a San Rafael, California based Financial Planning firm with nearly $588,764,517 assets under management, offering retirement planning & investment advisory services to 1165 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152506 |
| SEC# | 801-71005 |
| Assets Managed by Firm | $588,764,517 |
| No. of Clients | 1165 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1165 | $588,764,517 |
| Individuals (other than high net worth individuals) | 234 | $88,868,422 |
| High net worth individuals | 179 | $486,213,011 |
| Pension and profit sharing plans | 40 | $12,699,431 |
| Corporations or other businesses | 4 | $983,653 |
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