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Westhill Financial Advisors, Inc. CRD 152506
$789M regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-05 |
| CA | RA | APPROVED | 2010-03-11 |
Branch Locations
999 Fifth Ave., Suite 300, San Rafael, CA 94901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westhill Financial Advisors, Inc. | San Rafael | CA | 03/2010 | Present |
1) Board Member & Treasurer of 55 Corte Real HOA; Began 1/1/2024; Non paid position.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-14 |
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