Westbury Group LLC

Broker-DealerFINRA Member
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 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

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

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth