WESTMINSTER INVESTMENT GROUP, INC.
Firm details
- Headquarters
- NEW CASTLE, Pennsylvania
- CRD number
- 46187
- Registered since
- March 31, 1999
Firm profile
FINTRXOverview
Westminster Investment Group, Inc. is a corporate-structured advisory firm that registered with the SEC in 1999. Public filings identify the entity as individually owned and classify it as unclassified; there is no indication in the available record that the firm acts as a capital allocator or as a related adviser to another registered entity. The firm has not provided detail on its client segments, fee schedule, advisory services, investment approach, or manager allocation preferences. Available metadata indicates Westminster Investment Group, Inc. does not present itself as an active ESG investor, is not designated a multi-state adviser, and is not flagged as a pension consultant or a newly formed adviser. There is also no disclosed information about affiliations or external activities.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1SANDRA BURRY
Investment BrokerCRD 1412402
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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