CRD: 110283
Westminster Financial Advisory Corp
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-1987
- Office Locations
- 19
Office Locations
About Westminster Financial Advisory Corp
Westminster Financial Advisory Corp is an investment advisory firm serving retail and institutional clients, including retirees, business owners, and professionals. The firm provides financial and wealth planning, portfolio construction, retirement plan guidance, and tax, estate, and insurance planning, alongside discretionary asset management. Investment implementation is ETF-centric, complemented by mutual funds, fixed income, and select alternatives, with custody relationships including Fidelity/NFS and Pershing.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAWRENCE MILES BRAZIE
Chief Executive Officer
- CRD
- #857097
- Ownership
- Less than 5%
MORGAN PHILLIP BRAZIE
President
- CRD
- #6230656
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
JAMES ANDREW BARONIAN
Owner, President
- CRD
- #1806087
PETER CHARLES BITTERMANN
Financial Advisor, President
- CRD
- #4153389
Showing 2 of 40 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,361,688,522 | $408,058 |
| Non-Discretionary | $0 | -- |
| Total | $1,361,688,522 | $408,058 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing