Westmoreland Capital Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
19
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
11469
Registered since
September 20, 1979

Firm profile

FINTRX

Overview

Westmoreland Capital Corporation is organized as a corporation with ownership identified as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the available snapshot and is not designated as a capital allocator. The snapshot also indicates the firm does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm provided no detail on its advisory activities, fee structure, client demographics, or other business activities in the data set, so its operating model and client focus cannot be determined from the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 19
  • Todd Van Pelt

    Todd Van Pelt

    CRD 5799749

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Cynthia Padula

    MarketingCRD 2914105

Unlock 16 more contacts →

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

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
601 E Exchange Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth