Overview
Assets Under Management: $359 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 58
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.05
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 420
Discretionary Accounts: 420
Regulatory Filings
CRD Number: 144571
Last Filing Date: 2025-02-14 00:00:00
Website: https://westbourneinvadvisors.com