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 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
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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