1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WESTBOURNE INVESTMENT ADVISORS INC.

Map pinANNAPOLIS, MD
Phone301-656-9035
NotebookSEC #801-68167
Total AUM
$448.8M
Employees
6
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 SEVERN AVENUE
STE 409
ANNAPOLIS
MD 21403
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-656-9035

ReceiptFinancials

Total AUM
$448.8M
Accounts
448
Discretionary
$448.8M
Accounts
448
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
119
AUM
$39.5M
HNW Individual Clients
68
AUM
$399.3M
Pension/Profit Sharing Plan Clients
7
AUM
$6.5M
Charitable Organization Clients
9
AUM
$3.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNJNYPATXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account