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 organized as a corporation and has been SEC-registered since 1999. The firm is identified as individually owned and is classified in the dataset as “unclassified,” with limited public detail about its business model or advisory activities. The available records indicate Westminster Investment Group, Inc. does not operate as a multi-state adviser, is not characterized as an active ESG investor, and is not identified as a capital allocator, pension consultant, or related adviser. Public filings and the provided dataset offer sparse information about the firm’s investment approach, client segments, fee arrangements, or product mix. There are no disclosed descriptions of target strategies, sector preferences, or manager-allocation activity, which suggests a limited public footprint or minimal reporting of operational specifics in the source used here.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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