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 that has been SEC-registered since 2010. The firm is owned domestically and appears to operate under individual ownership rather than as part of a larger network. Its client mix includes individuals, families and some institutional relationships. Service offerings emphasize financial planning and portfolio management for individual and small-business clients, along with pension consulting and educational workshops. Fee arrangements include percentage-of-AUM billing plus options for hourly or fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Nicholas Safrit
Financial AdvisorCRD 4886742
Meghan Hyland
PrincipalCRD 6515535
Kirk Ludwig
Co-FounderCRD 1453087
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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