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

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Overview

Westminster Investment Group, Inc. is organized as a corporation and has been registered with the SEC since 1999. Public records list an individual owner and do not assign a more specific industry classification to the firm. The firm's public snapshot contains very limited operational detail. It is not identified as a capital allocator, does not self-report as an active ESG investor, is not marked as a multi-state adviser, and is not described as a pension consultant, related adviser, or newly formed adviser. Core items such as advisory activities, business lines, fee structure, client base, and affiliations were not provided in the available summary. For those evaluating or engaging the firm, the lack of disclosure means essential due diligence will require direct outreach or review of ADV materials. Key missing items to confirm include assets under management, client types, investment strategies (including whether they use public equities, ETFs, fixed income, or alternatives), and any estate, tax, or family office services.

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