Westmoreland Capital Corporation

Broker-DealerFINRA MemberEst. 1979
Total AUM
—
Advisory reps
17
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 and has been SEC-registered since 1979. The firm is recorded as having both a domestic entity and an individual ownership component and is classified in FINTRX as "unclassified." The dataset indicates the firm does not act as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and does not identify as a pension consultant or a related adviser. Detailed descriptions of the firm's advisory or business activities and fee structure are not provided in the source dataset.

Assets & Accounts

Investments & Alternatives

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

Contacts

3 of 17
  • Todd Van Pelt

    Todd Van Pelt

    CRD 5799749

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Cynthia Padula

    MarketingCRD 2914105

Unlock 14 more contacts →

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

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