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Building 2WESTMINSTER FINANCIAL ADVISORY CORP

Map pinBEAVERCREEK, OH
Phone937-898-5010
NotebookSEC #801-29690
Total AUM
$1.4B
Employees
43
Clients
2,029

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CHESTNUT STREET
SUITE A-400
BEAVERCREEK
OH 45440
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
937-898-5010
Other Offices
20

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,337
Discretionary
$1.4B
Accounts
3,337
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,629
AUM
$420.3M
HNW Individual Clients
306
AUM
$798.9M
Pension/Profit Sharing Plan Clients
72
AUM
$39.3M
Corporation or Business Clients
22
AUM
$103.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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