Insights

Growing Investment Activity Westbourne Investments recently increased its asset holdings by purchasing a $273,000 stake in the SPDR Blackstone Senior Loan ETF, indicating active asset management and appetite for new investment opportunities.

Client-Driven Services Specializing in personalized financial planning and fiduciary management for high net worth individuals and institutional clients presents opportunities to offer tailored financial products and advanced investment solutions.

Tech-Enabled Operations Utilization of cloud-based tools and analytics platforms like Datadog and Google Tag Manager suggests the firm values technological efficiency, opening doors for advanced fintech solutions and digital advisory services.

Market Positioning Operating within a niche segment of independent fee-only financial services with a focus on personalized asset management positions Westbourne as a premium service provider, ideal for value-added financial products and wealth management tools.

Potential Collaboration With a small team of 2-10 employees and a revenue range of up to $10 million, there is potential for strategic partnerships or scalable solutions to support growth, operational efficiency, and expanding client offerings.

Similar companies to Westbourne Investments

Westbourne Investments Tech Stack

Westbourne Investments uses 8 technology products and services including Cloudflare CDN, MySQL, JSON-LD, and more. Explore Westbourne Investments's tech stack below.

Cloudflare CDN
Content Delivery Network
MySQL
Database
JSON-LD
Javascript Frameworks
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
Datadog
Real User Monitoring
HSTS
Security
Google Tag Manager
Tag Management

Media & News

Westbourne Investments Inc invests into assets: stake in SPDR Blackstone Senior Loan ETF in the amount of $273K.
Finally, Westbourne Investments Inc. purchased a new stake in SPDR Blackstone Senior Loan ETF in the second quarter valued at $273,000.
Sep 23, 2025 | www.etfdailynews.com

Westbourne Investments's Email Address Formats

Westbourne Investments uses at least 1 format(s):

Westbourne Investments Email Formats	Example	Percentage
FLast@westbourneinv.com	JDoe@westbourneinv.com	30%
First@westbourneinv.com	John@westbourneinv.com	20%
FLast@westbourneinv.com	JDoe@westbourneinv.com	30%
First@westbourneinv.com	John@westbourneinv.com	20%

Frequently Asked Questions

Where is Westbourne Investments's headquarters located?

Westbourne Investments's main headquarters is located at 2121 Eisenhower Avenue Suite 605, Alexandria, Virginia 22314, US. The company has employees across 1 continents, including North America.

What is Westbourne Investments's phone number?

You can contact Westbourne Investments's main corporate office by phone at

+1-703-294-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Westbourne Investments's official website and social media links?

Westbourne Investments's official website is westbourneinv.com and has social profiles on LinkedIn.

What is Westbourne Investments's SIC code NAICS code?

Westbourne Investments's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Westbourne Investments have currently?

As of October 2025, Westbourne Investments has approximately 7 employees across 1 continents, including North America. Key team members include Ceo: W. G.President: P. W.Chairman & Ceo: B. L.. Explore Westbourne Investments's employee directory with LeadIQ.

What industry does Westbourne Investments belong to?

Westbourne Investments operates in the Financial Services industry.

What technology does Westbourne Investments use?

Westbourne Investments's tech stack includes Cloudflare CDNMySQLJSON-LDjQuery MigratejQueryDatadogHSTSGoogle Tag Manager.

What is Westbourne Investments's email format?

Westbourne Investments's email format typically follows the pattern of FLast@westbourneinv.com. Find more Westbourne Investments email formats with LeadIQ.

When was Westbourne Investments founded?

Westbourne Investments was founded in 1990.

Westbourne Investments

Q: How many employees does Westbourne Investments have currently?

Westbourne Investments has approximately 7 employees.

Q: What technology does Westbourne Investments use?

Westbourne Investments's tech stack includes Business Catalyst, Font Awesome, Google Tag Manager, Facebook, Open Graph.

Financial ServicesUnited States2-10 Employees

Westbourne Investments, Inc., of Alexandria, Virginia, has been providing independent, fee-only, investment management and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and institutions, since 1990.

Our firm specializes in providing highly personal and fiduciary management of our clients’ assets in strict accordance with each client’s individual investment objectives. Advisory services include Personal Financial Planning, Diversified Portfolio Management (stocks, bonds and funds), Options Strategies and additional Concierge Services as applicable.

Company Overview

Headquarters: 2121 Eisenhower Avenue Suite 605, Alexandria, Virginia 22314, US
Phone number: +1-703-294-****
Website: westbourneinv.com
SIC Code: 6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code: 52 - Finance and Insurance
Founded: 1990
Employees: 2-10