Kirk
Ludwig

Westhill Financial Advisors, Inc

CRD#1453087
Investment Advisor
in San Rafael, CA

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About this Advisor

Kirk Ludwig is a financial advisor based in San Rafael, California, working with Westhill Financial Advisors, Inc. Kirk has previously held positions at Cambridge Investment Research, Inc and Taddei, Ludwig & Associates, Inc. Kirk has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kirk is part of Westhill Financial Advisors, Inc, which operates out of San Rafael, California. The firm has 12 offices and 13 employees. The firm manages assets totaling $588.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Westhill Financial Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

999 Fifth Ave., Suite 300
San Rafael, CA 94901

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Westhill Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$588,764,517

CA Average: $7,578,581,321
Total Number of Employees

13

CA Average: 43
Total Number of Accounts

1,165

CA Average: 3,727
Average Account Size

$505,377

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Kirk Ludwig Work History

2010 - Present (15 years)

Taddei, Ludwig & Associates, Inc

2007 - 2016 (9 years)

Cambridge Investment Research, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kirk Ludwig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westhill Financial Advisors, Inc

Samantha Keeler
San Rafael, CA
Meghan Hyland
San Rafael, CA
Nicholas Safrit
San Rafael, CA
Matthew Taddei
San Rafael, CA
Kirk Ludwig
San Rafael, CA
Diane Mccracken
San Rafael, CA
John Hammond
San Rafael, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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