Matthew Frank Taddei
CeoWesthill Financial Advisors, Inc.CRD 1231923
About Matthew Frank Taddei
Matthew Frank Taddei is listed as Ceo at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of Under 5%. Matthew Frank Taddei is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Frank Taddei work?
Matthew Frank Taddei is listed as Ceo at Westhill Financial Advisors, Inc. on SEC Form ADV.
How much of Westhill Financial Advisors, Inc. does Matthew Frank Taddei own?
Form ADV reports a beneficial ownership band of Under 5%.
Westhill Financial Advisors, Inc.
| Title | Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2009 |
Westhill Financial Advisors, Inc.
| Title | Grantor And Trustee |
| Ownership | 25-50% |
| Control person | No |
| Since | 2015 |