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Westhill Financial Advisors Inc
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CRD # | 152506 |
SEC # | 801-71005 |
CIK # | 0001759641 |
AUM | $588.8 MM (2024-06-17) |
Employees | 13 (54% Investors, 0% Brokers) |
Phone | 415-456-2292 |
Address | 999 Fifth Ave, Suite 300 San Rafael, CA 94901 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 8.3 | |
NRIX | 521.4 | 5.9 | |
MSFT | 1,918,222.4 | 3.0 | |
AMZN | 1,092,997.8 | 1.7 | |
ACN | 179,517.0 | 1.4 | |
NVDA | 399,550.0 | 1.2 | |
CVX | 294,604.1 | 0.9 | |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 234 | 88.9 |
(b) Individuals (high net worth individuals) | 179 | 486.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 40 | 12.7 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 1.0 |
(n) Other | 0 | 0.0 |
Total | 1,165 | 588.8 |
By Discretionary | ||
Discretionary | 1,160 | 577.2 |
Non-Discretionary | 5 | 11.6 |
Total | 1,165 | 588.8 |
By Non-United States Persons | ||
Non-United States Persons | 4.2 | |
United States Persons | 584.5 | |
Total | 1,165 | 588.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001759641] |
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FSA Investment Group LLC
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FL | 0.6 |
BCWM LLC
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KS | 0.6 |
Beacon Financial Advisory LLC
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OH | 0.6 |
MELD Financial Inc
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AL | 0.6 |
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Marotta Asset Management Inc
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Capvisor Associates LLC
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GA | 0.6 |
Altrius Capital Management Inc
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NC | 0.6 |
Creative Capital Management Investments LLC
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CA | 0.6 |
Dorsey Wright & Associates LLC
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|
VA | 0.6 |