Overview
Assets Under Management: $359 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 58
Average Client Assets: $5 million
Frequently Asked Questions
WESTBOURNE INVESTMENT ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144571), WESTBOURNE INVESTMENT ADVISORS INC. is subject to fiduciary duty under federal law.
WESTBOURNE INVESTMENT ADVISORS INC. is headquartered in ANNAPOLIS, MD.
WESTBOURNE INVESTMENT ADVISORS INC. serves 58 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, WESTBOURNE INVESTMENT ADVISORS INC. offers portfolio management for individuals. View all service details ↓
WESTBOURNE INVESTMENT ADVISORS INC. manages $359 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, WESTBOURNE INVESTMENT ADVISORS INC. serves high-net-worth individuals. View client details ↓
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