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WESTBOURNE INVESTMENT ADVISORS INC.
CRD 144571 · SEC 801-68167
410 SEVERN AVENUE, STE 409, ANNAPOLIS, MD, 21403, United States
Phone
301-656-9035
Fax
301-656-9037
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$448.8M
Discretionary AUM
$448.8M
Team
6 total employees; 6 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 119 | $39.5M |
| High net worth individuals | 68 | $399.3M |
| Pension/profit sharing plans | 7 | $6.5M |
| Charitable organizations | 9 | $3.4M |
States served
DC, MD, NJ, NY, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD