WESTHILL FINANCIAL ADVISORS, INC. of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 152506). Regulatory assets under management: $789.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Kirk Martin Ludwig | CCO, CIO & TREASURER; CFO, CIO, CCO; GRANTOR AND TRUSTEE | — |
| Matthew Frank Taddei | CEO; GRANTOR AND TRUSTEE; PRESIDENT, CEO | — |
| Diane Marie Mccracken | DIRECTOR | — |
| Nicholas Faison Safrit | DIRECT OWNER, FINANCIAL ADVISOR | — |
| Meghan Murphy Hyland | CORPORATE SECRETARY; PRESIDENT & SECRETARY | — |
| TADDEI MATTHEW FRANK | GRANTOR AND TRUSTEE; PRESIDENT; PRESIDENT, CEO | — |
| LUDWIG KIRK MARTIN | CFO; CFO, CIO; CFO, CIO, CCO (+1 more) | — |
| MCCRACKEN DIANE MARIE | DIRECTOR; GRANTOR AND TRUSTEE; SECRETARY, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| HYLAND MEGHAN MURPHY | CORPORATE SECRETARY; GRANTOR AND TRUSTEE | — |
| SAFRIT NICHOLAS FAISON | DIRECT OWNER, FINANCIAL ADVISOR | — |