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
% Discretionary
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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