Director · Westhill Financial Advisors, Inc.
Diane M. McCracken
CRD 2530891 · Named on Form ADV at one SEC-registered adviser
At a glance
Westhill Financial Advisors, Inc., an SEC-registered wealth manager based in SAN Rafael, CA with $789 million in regulatory assets, lists Diane M. McCracken on its Form ADV as Director, a control person.
Firms and roles
- Westhill Financial Advisors, Inc.DirectorWealth manager · SAN Rafael, CA · $789M in regulatory assets
AtlasMembers
Diane’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Kirk M. LudwigCCO, CIO & Treasurer, Westhill Financial Advisors, Inc.
- Matthew F. TaddeiCEO, Westhill Financial Advisors, Inc.
- Nicholas F. SafritDirect Owner, Financial Advisor, Westhill Financial Advisors, Inc.
- Meghan M. HylandPresident & Secretary, Westhill Financial Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Diane’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.