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

FINTRX

Overview

Westminster Investment Group, Inc. is a privately owned corporation that has been SEC-registered since 1999. Public records classify the firm as "unclassified" and identify its ownership as an individual proprietor rather than a parent company or institutional owner. The available profile does not list specific advisory activities, target client types, fee models, or stated investment strategies. Regulatory and profile flags in the record indicate Westminster Investment Group does not serve as a capital allocator and is not identified as an active ESG investor. It is not documented as a multi-state adviser, a pension consultant, a related adviser to another registered entity, or a newly formed firm. The firm has not provided information on business affiliations or external activities in the source dataset.

Assets & Accounts

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