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 is classified in the FINTRX snapshot as an investment bank. Ownership is listed as individual; beyond that, the firm has not provided descriptive detail about its business lines, client types, fee schedules, or advisory activities. FINTRX indicates Westbury is not a capital allocator and does not identify the firm as an active ESG investor, a pension consultant, a multi-state adviser, or a related adviser. The available record is sparse on mandate or product focus. The investment-bank classification suggests the firm's orientation may center on transaction-oriented services (such as advisory or placement work) rather than running pooled or discretionary asset-management strategies, but FINTRX does not supply confirmation of specific services or deals.
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
John Jensen
Managing DirectorCRD 258319

Bryan Macdonald
PartnerCRD 1031179

Ronald Hodge
Managing DirectorCRD 1915211
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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