Westbourne Investment Advisors Inc.

Westbourne Investment Advisors Inc. (CRD# 144571) is a financial advisory firm headquartered in Bethesda, MD. They manage $160,968,926 in 283 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

http://www.westbourneinvadvisors.com/

By the Numbers

Total Assets Under Management

161

MILLION
Total Number of Accounts

283

ACCOUNTS
Average Account Value

$568,795

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NY, PA, TX, VA

Financial Advisors at Westbourne Investment Advisors Inc.

Showing 1 - 6 of 6 top financial advisors.

1

CRD#: 2315776

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

93

Wealthminder

score

David Bath (CRD# 2315776) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has over 24 years of experience in the finance industry.

2

CRD#: 5377366

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

93

Wealthminder

score

Harold Reem (CRD# 5377366) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has over 9 years of experience in the finance industry.

3

CRD#: 2726188

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

90

Wealthminder

score

Scot Labin (CRD# 2726188) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

4

Joseph C. Wilkinson

CRD#: 5730945

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

87

Wealthminder

score

Joseph Wilkinson (CRD# 5730945) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has 1 year of experience in the finance industry.

5

Bruce S. Kromminga

CRD#: 2575804

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

83

Wealthminder

score

Bruce Kromminga (CRD# 2575804) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

6

David H. Cunningham

CRD#: 839378

7200 Wisconsin Ave., Ste. 1103, Bethesda, MD 20814

68

Wealthminder

score

David Cunningham (CRD# 839378) is an Investment Advisor Representative working at Westbourne Investment Advisors Inc. in Bethesda, MD and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals