Westbourne Investment Advisors Inc.

Westbourne Investment Advisors Inc. (CRD# 144571) is a financial advisory firm headquartered in Bethesda, MD. They manage $133,698,213 in 294 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $454,756
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
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 - 5 of 5 top financial advisors.
1
David B. Bath
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 23 years of experience in the finance industry.

2
Harold L. Reem
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 8 years of experience in the finance industry.

3
Scot E. Labin
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
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 21 years of experience in the finance industry.

5
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 33 years of experience in the finance industry.

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