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Building 2WESTBOURNE INVESTMENTS, INC.

Map pinALEXANDRIA, VA
Phone703-294-6880
NotebookSEC #801-36800
Total AUM
$276.4M
Employees
7
Clients
175

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2121 EISENHOWER AVENUE
SUITE 605
ALEXANDRIA
VA 22314
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
703-294-6880

ReceiptFinancials

Total AUM
$276.4M
Accounts
393
Discretionary
$276.4M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$37.1M
HNW Individual Clients
46
AUM
$214.3M
Corporation or Business Clients
2
AUM
$25.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLMDNCNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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