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 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
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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