WESTBOURNE INVESTMENTS, INC.
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 37499
- Registered since
- June 6, 1990
- Website
- www.westbourneinv.com
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.52%
- Individuals13.41%
- Corporations / Businesses9.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Westbourne Investments, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 1990. The firm is individually owned and serves both individual & family clients and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Fee arrangements include a percentage-of-AUM component as well as fixed-fee engagements. Westbourne does not present itself as a capital allocator and is not identified as an active ESG investor or a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents13%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 6HENRY PRAMOV
Managing DirectorCRD 5937456
ADITYA BHATNAGAR
Managing DirectorCRD 5628308
PATRICK WALSH
PresidentCRD 3051297
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$72M in ETFs
83%
$59.6M
14%
$12.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $7.3M | 79,770 | 10.16% |
Location
ALEXANDRIA, VA
ALEXANDRIA CITY
Location
ALEXANDRIA, VA
Headquartered in ALEXANDRIA, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- ALEXANDRIA CITY
- Address
- 2121 Eisenhower Ave
- Time zone
- ET (UTC-5)
- Office locations
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