WESTBOURNE INVESTMENTS, INC.

ALEXANDRIA, Virginia·6 registered advisors·CRD# 37499
SEC# 801-368000703-294-6880
01

Firm Overview

AUM
$152M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WESTBOURNE INVESTMENTS, INC.

6 registered advisors
Dan Steven Federman
ALEXANDRIA, Virginia
Michael Carlo Delcolliano
ALEXANDRIA, Virginia
Patrick Matthew Walsh
ALEXANDRIA, Virginia
Rick Lopez Picon
ALEXANDRIA, Virginia
Robert Douglas Long
ALEXANDRIA, Virginia
Robert Eugene Long
ALEXANDRIA, Virginia
05

Office Locations

ALEXANDRIA, Virginia
6 advisors

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Data sourced from SEC Form ADV filings. WESTBOURNE INVESTMENTS, INC. (CRD# 37499) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.