WESTBOURNE INVESTMENT ADVISORS INC.

410 Severn Avenue
Ste 409
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 $359,090,832 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144571
SEC#	801-68167
Assets Managed by Firm	$359,090,832
No. of Clients	420
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	420	$359,090,832
Individuals (other than high net worth individuals)	117	$41,721,521
High net worth individuals	58	$308,999,727
Pension and profit sharing plans	6	$6,148,799
Charitable organizations	8	$2,220,785

More Retirement Planning firms in Annapolis, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Annapolis, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.