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Westbourne Investment Advisors Inc.

● SEC registered since 2007CRD 144571SEC# 801-68167Annapolis, MD
Export (members)
Reg. AUM
$359.1M
Employees
5
Accounts
420
Location
Annapolis, MD

Westbourne Investment Advisors Inc. assets under management

Westbourne Investment Advisors Inc. is a registered investment adviser overseen by the SEC based in Annapolis, MD. The firm has been registered since 2007. It reports $359.1 million in regulatory assets under management and employs 5 people.

Westbourne Investment Advisors Inc. owners & executives

3 reported
NameTitleOwnershipSince
Bruce Steven Kromminga ControlChief Compliance OfficerUnder 5%2018
Joseph Christopher Wilkinson ControlVice President25-50%2018
Scot Edward Labin ControlPresident50-75%2018

Frequently asked questions

How much does Westbourne Investment Advisors Inc. manage?

Westbourne Investment Advisors Inc. reports $359.1 million in regulatory assets under management on its Form ADV.

How many employees does Westbourne Investment Advisors Inc. have?

Westbourne Investment Advisors Inc. reports 5 employees.

Where is Westbourne Investment Advisors Inc. located?

Westbourne Investment Advisors Inc. is based in Annapolis, MD and has been SEC-registered since 2007.

Does Westbourne Investment Advisors Inc. disclose fund performance?

Westbourne Investment Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address410 Severn Avenue, Ste 409, Annapolis, MD 21403
Phone301-656-9035
Fax301-656-9037
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$359.1M
Non-discretionary$0
Total (RAUM)$359.1M