The Diane McCracken Trust U/T/A Dated 10/6/08
Direct OwnerWesthill Financial Advisors, Inc.
About The Diane McCracken Trust U/T/A Dated 10/6/08
The Diane McCracken Trust U/T/A Dated 10/6/08 is listed as Direct Owner at Westhill Financial Advisors, Inc. in San Rafael, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Westhill Financial Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Diane McCracken Trust U/T/A Dated 10/6/08 work?
The Diane McCracken Trust U/T/A Dated 10/6/08 is listed as Direct Owner at Westhill Financial Advisors, Inc. on SEC Form ADV.
How much of Westhill Financial Advisors, Inc. does The Diane McCracken Trust U/T/A Dated 10/6/08 own?
Form ADV reports a beneficial ownership band of Under 5%.
Westhill Financial Advisors, Inc.
| Title | Direct Owner |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |