Westminster Financial Advisory Corp
Westminster Financial Advisory Corp (CRD# 110283) is a financial advisory firm headquartered in Beavercreek, OH. They manage $920,269,282 in 2,260 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management920MILLION
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Total Number of Accounts2,260ACCOUNTS
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Average Account Value$407,199
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
James Baronian (CRD# 1806087) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in West Hartford, CT and has over 23 years of experience in the finance industry.
Stanley Berry (CRD# 859911) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Bloomfield, CT and has over 42 years of experience in the finance industry.
Peter Bittermann (CRD# 4153389) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 24 years of experience in the finance industry.
Donald Boucher (CRD# 2636773) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 28 years of experience in the finance industry.
Drew Brazie (CRD# 1396284) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 25 years of experience in the finance industry.
Lawrence Brazie (CRD# 857097) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 32 years of experience in the finance industry.
Morgan Brazie (CRD# 6230656) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 10 years of experience in the finance industry.
Paul Brazie (CRD# 4253686) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Dayton, OH and has over 21 years of experience in the finance industry.
Stuart Brazie (CRD# 2214285) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 30 years of experience in the finance industry.
Robert Caron (CRD# 4592041) is an Investment Advisor Representative working at Westminster Financial Advisory Corp in Beavercreek, OH and has over 21 years of experience in the finance industry.