Westbury Group LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 129985
- Registered since
- June 18, 2004
- Website
- westburygroup.com
Firm profile
FINTRXOverview
Westbury Group LLC is organized as a limited liability company and has been SEC-registered since 2004. The firm is classified in the snapshot as an investment bank and is owned by a mix of a domestic entity and an individual. The available record flags the firm as not being a capital allocator, not an active ESG investor, not a multistate adviser, not a pension consultant, and not a related adviser. The public snapshot provides minimal detail about the firm’s core business activities, advisory services, or client segments. That limited disclosure constrains what can be said about its investment process, target clients, or service model beyond the entity-level attributes above.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 9
Alan Carter
Managing DirectorCRD 4122739

John Jensen
Managing DirectorCRD 258319

Robert Maxwell
Managing DirectorCRD 4061503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 39 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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