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Westbourne Investments, Inc.

● SEC registered since 1990CRD 37499SEC# 801-36800Alexandria, VA
Export (members)
Reg. AUM
$221.1M
Employees
7
Accounts
445
Location
Alexandria, VA

Westbourne Investments, Inc. assets under management

Westbourne Investments, Inc. is a registered investment adviser overseen by the SEC based in Alexandria, VA. The firm has been registered since 1990. It reports $221.1 million in regulatory assets under management and employs 7 people.
www.westbourneinv.comView on SEC.gov ↗

Westbourne Investments, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Michael Carlo Delcolliano ControlManaging DirectorUnder 5%2012
Patrick Matthew Walsh ControlPresident/Chief Compliance Officer25-50%2012
Rick Lopez Picon ControlAccount Executive/Managing Director5-10%2012
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Frequently asked questions

How much does Westbourne Investments, Inc. manage?

Westbourne Investments, Inc. reports $221.1 million in regulatory assets under management on its Form ADV.

How many employees does Westbourne Investments, Inc. have?

Westbourne Investments, Inc. reports 7 employees.

Where is Westbourne Investments, Inc. located?

Westbourne Investments, Inc. is based in Alexandria, VA and has been SEC-registered since 1990.

Does Westbourne Investments, Inc. disclose fund performance?

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

Contact & registration

Address2121 Eisenhower Avenue, Suite 605, Alexandria, VA 22314
Phone703-294-6880
Fax703-294-6850
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221.1M
Non-discretionary$0
Total (RAUM)$221.1M