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WESTBOURNE INVESTMENTS, INC.
CRD 37499 · SEC 801-36800
2121 EISENHOWER AVENUE, SUITE 605, ALEXANDRIA, VA, 22314, United States
Phone
703-294-6880
Fax
703-294-6850
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$276.4M
Discretionary AUM
$276.4M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $37.1M |
| High net worth individuals | 46 | $214.3M |
| Corporations/business entities | 2 | $25.1M |
States served
CA, CO, DC, MD, NJ, NY, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD