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 appears in the FINTRX dataset as an SEC-registered adviser since 1999. Ownership is listed as individual-held. The firm's regulatory profile in the data is limited: it is categorized as "Unclassified" and flagged as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The dataset provides almost no detail on the firm's business model or client-facing activities. FINTRX does not disclose the firm's client segments, fee arrangement, specific advisory services, or broader business affiliations.

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

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth