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WESTHILL FINANCIAL ADVISORS, INC.

EIN 20-8060365-financial services-Latest filing 2025
Plans
1
Retirement
1
$8.2M assets
Welfare
0
Participants
12
999 5TH AVENUE STE 300 - SAN RAFAEL, CA 94901415-482-1561tlafinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$8.2M - 12 part

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Retirement#001

WESTHILL FINANCIAL ADVISORS, INC. 401(K) PLAN

401k

Assets$8.2M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTHILL FINANCIAL ADVISORS, INC. 401(K) PLAN401k$8.2M122025
Retirement plans
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