Westbourne Investments, Inc.
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 37499
- Registered since
- June 6, 1990
- Website
- www.westbourneinv.com
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.52%
- Individuals13.41%
- Corporations / Businesses9.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Westbourne Investments, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. Its fee arrangements include percentage-of-assets and fixed-fee engagements. Westbourne reports it does not serve as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents13%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6
Henry Pramov
Managing DirectorCRD 5937456
Aditya Bhatnagar
Managing DirectorCRD 5628308
Patrick Walsh
PresidentCRD 3051297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$76.5M in ETFs
83%
$63.4M
14%
$13.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $7.4M | 81,070 | 9.71% |
Location
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 2121 Eisenhower Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Retirement Planology, Inc.
RIAAlexandria, VA
Rockbridge Asset Management, LLC
RIAAlexandria, VA
Mcginn Penninger Investment Management Inc.
RIAAlexandria, VA
8th Street Investments, LLC
RIAAlexandria, VA
Piedmont Wealth Management
RIAAlexandria, VA
Monument Wealth Management
RIAAlexandria, VA