Westbourne Investment Advisors Inc.
Annapolis, Maryland
Westbourne Investment Advisors Inc., a small investment advisory firm based out of Annapolis, MD, proudly serves over 110 individual clients, overseeing a remarkable $243,782,000 in assets under management. With two offices, they cater to a diverse range of clients, specializing in managing discretionary funds for high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets, Westbourne Investment Advisors Inc. possesses the expertise to effectively manage employer funds as well. Their team consists of four dedicated employees, all of whom provide top-notch investment advisory services. O...
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Assets Under Mgmt

$243.78M

Investment Professionals

4

Locations

1

% 401K & Individual

15%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
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