Westbury Group LLC

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Westport, Connecticut
CRD number
129985
Registered since
June 18, 2004

Firm profile

FINTRX

Overview

Westbury Group LLC is a limited liability company that registered with the SEC in 2004 and is classified in the source data as an investment bank. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not listed as an active ESG investor. It also is not described as a multi-state adviser, a pension consultant, or a related adviser in the available records. The firm did not provide additional detail on its service lines, target client segments, or specific advisory activities in the data set supplied, and no affiliations or activity descriptions were disclosed to the source.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • John Jensen

    John Jensen

    Managing DirectorCRD 258319

  • Bryan Macdonald

    Bryan Macdonald

    PartnerCRD 1031179

  • Ronald Hodge

    Ronald Hodge

    Managing DirectorCRD 1915211

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth