Overview
Assets Under Management: $211 million
Headquarters: YORK, SC
High-Net-Worth Clients: 66
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.38
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 515
Discretionary Accounts: 502
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 117836
Last Filing Date: 2025-02-24 00:00:00
Website: https://westminsterfinancial.com