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 a privately owned corporation that has been SEC-registered since 1999. The firm is owned by an individual and is recorded in FINTRX under an “unclassified” adviser type. Available metadata indicates Westminster does not present itself as a capital allocator, is not active on ESG investing, and is not flagged as a multi-state or newly formed adviser. It is also not identified as a pension consultant or a related adviser in the FINTRX entry. The FINTRX record contains very limited operational detail: there are no descriptions of the firm’s advisory activities, fee model, client segments, or business lines. That absence of disclosure constrains what can be said about their investment approach, client focus, or service model from public FINTRX data alone.

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