Kirk
Ludwig
Westhill Financial Advisors, Inc
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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.
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Westhill Financial Advisors, Inc Brokerage Details
$588,764,517
13
1,165
$505,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Kirk Ludwig Work History
Taddei, Ludwig & Associates, Inc
Cambridge Investment Research, Inc
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
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
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