Westhill Financial Advisors Inc

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Assets, Funds, Holdings

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Westhill Financial Advisors Inc
CRD #152506
SEC #801-71005
CIK #0001759641
AUM $588.8 MM (2024-06-17)
Employees 13 (54% Investors, 0% Brokers)
Phone415-456-2292
Address999 Fifth Ave, Suite 300
San Rafael, CA 94901
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
60048036024012002010201520202025
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 ($MM)
4503602701809002020202120232025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001759641]
Comparable Firms State AUM ($BB)
FSA Investment Group LLC
FL 0.6
BCWM LLC
KS 0.6
Beacon Financial Advisory LLC
OH 0.6
MELD Financial Inc
AL 0.6
EQ LLC
WA 0.6
Marotta Asset Management Inc
VA 0.6
Capvisor Associates LLC
GA 0.6
Altrius Capital Management Inc
NC 0.6
Creative Capital Management Investments LLC
CA 0.6
Dorsey Wright & Associates LLC
VA 0.6
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