Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
412240143
SEC advisor number
801-68167
FINRA CRD number
144571
AUM ?
$299.85 mm
(as of 12 Feb 24)
Accounts
378
(as of 12 Feb 24)
Employees
4
(4 investment advisory or research)
Address
Westbourne Investment Advisors
410 SEVERN AVENUE, BUILDING C
SUITE 216
ANNAPOLIS
MD 21403
410 SEVERN AVENUE, BUILDING C
SUITE 216
ANNAPOLIS
MD 21403
Phone
301-656-9035
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
15 Jun 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22