Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in San Rafael, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Rafael, California