Westminster Investment Group, Inc.

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
New Castle, Pennsylvania
CRD number
46187
Registered since
March 31, 1999

Firm profile

FINTRX

Overview

Westminster Investment Group, Inc. is organized as a corporation and has been registered with the SEC since 1999. The firm is owned by an individual and is classified in the data set as "Unclassified." Several standard adviser attributes are marked negative or absent: it is not identified as a capital allocator, not a multi-state adviser, not active on ESG initiatives, not a pension consultant, not a related adviser, and it is not listed as newly formed. The firm did not provide descriptions of its advisory activities, client types, or business lines in the available record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Sandra Burry

    Investment BrokerCRD 1412402

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Castle, PA

Lawrence

Location

New Castle, PA

Headquartered in New Castle, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Lawrence
Address
23 E North St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth