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)
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 23 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.