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 is recorded as an SEC-registered entity since 2004. Database classification lists the firm as an investment bank; ownership is noted as a mix of a domestic entity and an individual. The available profile indicates the firm does not act as a capital allocator and is not flagged as an active ESG investor. Public disclosures in the dataset are sparse: the firm has not provided detail on client segments, fee schedules, specific advisory offerings, or broader business activities. The record also indicates Westbury Group LLC is not a multistate adviser, not newly formed, and is not identified as a pension consultant or related adviser.
Assets & Accounts
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
Contacts
3 of 9
Alan 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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