WESTBOURNE INVESTMENTS, INC.

2121 Eisenhower Ave Ste 605
Alexandria, Virginia 22314
Tel: 703-294-6880

About WESTBOURNE INVESTMENTS, INC.

WESTBOURNE INVESTMENTS, INC, formally registered with the SEC as WESTBOURNE INVESTMENTS, INC. The firm was established in 06/06/1990. They have over 1 offices throughout the country.

WESTBOURNE INVESTMENTS, INC. is a Alexandria, Virginia based Financial Planning firm with nearly $151,796,835 assets under management, offering retirement planning & investment advisory services to 451 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	37499
SEC#	801-36800
Assets Managed by Firm	$151,796,835
No. of Clients	451
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	451	$151,796,835
Individuals (other than high net worth individuals)	189	$50,231,507
High net worth individuals	13	$84,816,125
Corporations or other businesses	2	$16,749,203

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