WESTMINSTER FINANCIAL ADVISORY CORP - Financial Advisor in Ohio, Beavercreek

Tel: 937-898-5010 50 Chestnut Street Suite A-400 Beavercreek, Ohio 45440

About WESTMINSTER FINANCIAL ADVISORY CORP

WESTMINSTER FINANCIAL ADVISORY CORP is a Beavercreek, Ohio based financial advisory firm with nearly $920,269,282 in assets under management and provides investment advisory services for 2260 clients. There are currently 40 financial advisors at the firm.

General Information

Firm CRD#:

110283

Firm SEC#:

801-29690

Assets Under Management:

$920,269,282

No. of Clients:

2260

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Commission Based, Other (MONTHLY ENHANCED STATEMENT FEE)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

DEAN INVESTMENTS

104635

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541

$889,620,018

DEAN FINANCIAL SERVICES

129679

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