WESTBURY GROUP LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 129985
- Registered since
- June 18, 2004
- Website
- westburygroup.com
Firm profile
FINTRXOverview
Westbury Group LLC is organized as a limited liability company and has been SEC-registered since 2004. Regulatory filings classify the firm as an investment bank and identify its ownership as a mix of a domestic entity and an individual. The record indicates the firm is not positioned as a capital allocator and does not report being an active ESG investor or a multi-state adviser. It also is not listed as a pension consultant or a related adviser. The public entry for Westbury Group LLC provides minimal detail on its day-to-day business lines: there are no line-item disclosures in the provided data about its advisory services, client segments, fee schedules, or specific investment strategies. That gap, combined with the investment-bank classification, suggests its primary activities may differ from those of traditional registered investment advisers focused on discretionary asset management.
Assets & Accounts
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
Contacts
3 of 9ALAN CARTER
Managing DirectorCRD 4122739
JOHN JENSEN
Managing DirectorCRD 258319
ROBERT MAXWELL
Managing DirectorCRD 4061503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 39 Riverside Ave
- Time zone
- ET (UTC-5)
- Office locations
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