Westmoreland Capital Corporation

Broker-DealerFINRA MemberEst. 1979
Total AUM
Advisory reps
18
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 a corporation that has been SEC-registered since 1979. Publicly available metadata characterizes its ownership as a combination of a domestic entity and an individual, and the firm is listed as unclassified in the dataset. The firm is not identified as a capital allocator, is not designated as an active ESG investor, and is not marked as a multi-state adviser. It is also not flagged as a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

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

3 of 18
  • Todd Van Pelt

    Todd Van Pelt

    CRD 5799749

  • Daniel Beaton

    Daniel Beaton

    FinOpCRD 4240769

  • Cynthia Padula

    MarketingCRD 2914105

Unlock 15 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