WESTHILL FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$789,441,128
Discretionary
$775,598,905
Non-discretionary
$13,842,223
Firm details
- CRD number
- 152506
- SEC file number
- 801-71005
- Main office
- SAN RAFAEL, CA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://westhillfa.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.