Westminster Financial Securities, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
59
Avg account
$0

Firm details

Headquarters
Dayton, Ohio
CRD number
20677
Registered since
October 2, 1987

Firm profile

FINTRX

Overview

Westminster Financial Securities, Inc. is organized as a corporation with ownership described as a combination of a domestic entity and an individual. The firm's snapshot classifies it as unclassified and indicates it does not act as a capital allocator. It is not identified as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser in the available profile. The snapshot also shows the firm is not designated as a multi-state adviser. Beyond those structural and classification points, the source data does not provide detail on specific advisory services, client segments, or investment strategies.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Dayton, OH

Montgomery

Location

Dayton, OH

Headquartered in Dayton, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.

Metro area
Dayton-Springfield-Kettering, OH
Region
Midwest
County
Montgomery
Address
50 Chestnut St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth