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Westbourne Investment Advisors Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

Assets

Assets

Last updated on June 16, 2019
    • $172.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 306
      Accounts
    • $562.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
David Hammond Cunningham
March 2009
Bruce Steven Kromminga
January 2016
Joseph Christopher Wilkinson
February 2018
Scot Edward Labin
January 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bay Bridge Capital Management, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Scot Edward Labin President December, 2018 50% to 75%
      Joseph Christopher Wilkinson Vice President February, 2018 25% to 50%
      Bruce Steven Kromminga Chief Compliance Officer December, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees