Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06
Direct OwnerWesthill Financial Advisors, Inc.
About Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06
Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 is listed as Direct Owner at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 work?
Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 is listed as Direct Owner at Westhill Financial Advisors, Inc. on SEC Form ADV.
How much of Westhill Financial Advisors, Inc. does Kirk M Ludwig and Nancy Leung Trust U/T/A Dated 9/21/06 own?
Form ADV reports a beneficial ownership band of 25-50%.
Westhill Financial Advisors, Inc.
| Title | Direct Owner |
| Ownership | 25-50% |
| Control person | No |
| Since | 2023 |