Westhill Financial Advisors, Inc.
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 152506
- Registered since
- January 21, 2010
- Website
- westhillfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.87%
- Individuals10.85%
- Pension & Profit Sharing Plans2.04%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Westhill Financial Advisors, Inc. is an independent registered investment adviser originally registered with the SEC in 2010. The firm serves individual and family clients as well as institutional relationships. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting, and running educational seminars or workshops. Westhill reports a mixed fee approach—percentage of assets under management supplemented by hourly and fixed-fee arrangements—and it identifies as a domestic entity/individual-owned corporation. The firm does not characterize itself as an ESG-focused investor, and it is not listed as a capital allocator. Its public filings indicate it is not a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents11%
- Exchange Traded Equities9%
- US Government Bonds1%
Owners & executives
1 of 1
Matthew Taddei
President and Chief Executive OfficerCRD 1231923
Contacts
3 of 5
Kirk Ludwig
Co-FounderCRD 1453087
Samantha Keeler
Associate, Financial AdvisorCRD 7116371
Nicholas Safrit
Financial AdvisorCRD 4886742
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$544M in ETFs
89%
$486M
11%
$57.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $106M | 154,260 | 19.48% |
Location
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 999 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
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