Westbourne Investment Advisors
Investment Management • 
Annapolis, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 410 Severn Ave, Building C, Suite 216, Annapolis, Maryland 21403, US |
| Phone number | +13016569035 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Stocks, Etfs, Wealth Management, Bonds, Retirement Planning, Portfolio Management, Investment Advisory, Estate Planning, Pension, Donor Advised Funds, Annuity, Donor Advised Fund, Ira/401K, Pledged Asset Lines Of Credit, Charitable Giving Tax Strategy |
| Employees | 1-10 |
| Socials |
Key Contact at Westbourne Investment Advisors
Joseph Wilkinson
Managing Director
Westbourne Investment Advisors Email Formats
Westbourne Investment Advisors uses 1 email format. The most common is {first initial} (e.g., j@westbourneinvadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@westbourneinvadvisors.com | 100% |
About Westbourne Investment Advisors
Westbourne Investment Advisors, Inc. (WIA), located in Annapolis, Maryland, is a Registered Investment Advisor (RIA), providing personalized investment management. As a Registered Investment Advisor (RIA), Westbourne serves as a fiduciary, required to act in the best interest of clients. Independent: We are not tied to any specific investment products and receive no commissions; therefore we provide independent customized advice and provide hands-on concierge service. We differ from brokers as fee-only independent fiduciaries – paid as a percent of client assets. This aligns our interests with our clients’ objectives: preserving and growing their wealth over time. Prior to managing a portfolio we review a client's investment goals and return objectives to determine a suitable asset allocation. Key factors in portfolio construction include a client's age, income requirements, income tax picture, estate planning objectives, and risk tolerance. Our commitment is to the ongoing supervision of a limited number of client portfolios. The close relationship with our clients aids us in selecting the most suitable investments to achieve each client's desired investment results.
Westbourne Investment Advisors revenue & valuation
| Annual revenue | $171,110 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $547,552 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Westbourne Investment Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Westbourne Investment Advisors has never raised funding before.
Westbourne Investment Advisors Tech Stack
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