WESTBOURNE INVESTMENT ADVISORS INC.

410 Severn Avenue
Building C, Suite 216
Annapolis, Maryland 21403
Tel: 301-656-9035

About WESTBOURNE INVESTMENT ADVISORS INC.

WESTBOURNE INVESTMENT ADVISORS INC, formally registered with the SEC as WESTBOURNE INVESTMENT ADVISORS INC. The firm was established in 07/19/2007. They have over 2 offices throughout the country.

WESTBOURNE INVESTMENT ADVISORS INC. is a Annapolis, Maryland based Financial Planning firm with nearly $243,782,289 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144571
SEC#	801-68167
Assets Managed by Firm	$243,782,289
No. of Clients	377
No. of Advisors	4

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	377	$243,782,289
Individuals (other than high net worth individuals)	113	$36,179,540
High net worth individuals	46	$201,126,057
Pension and profit sharing plans	7	$5,509,858
Charitable organizations	Fewer than 5 clients	$966,834

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PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$53,251,436,325	121	98
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$34,265,560,279	498	154

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