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WESTHILL FINANCIAL ADVISORS, INC.
CRD 152506 · SEC 801-71005
999 FIFTH AVE., SUITE 300, SAN RAFAEL, CA, 94901, United States
Phone
415-456-2292
Fax
415-456-2935
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$789.4M
Discretionary AUM
$775.6M
Team
11 total employees; 6 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $85.7M |
| High net worth individuals | 214 | $685.8M |
| Pension/profit sharing plans | 8 | $16.1M |
| Corporations/business entities | 4 | $1.8M |
States served
AZ, CA, NY, OR, VA, WA, TX, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD