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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • SANDRA BURRY

    Investment BrokerCRD 1412402

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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