WESTMINSTER FINANCIAL ADVISORY CORP

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

About WESTMINSTER FINANCIAL ADVISORY CORP

WESTMINSTER FINANCIAL ADVISORY CORP, formally registered with the SEC as WESTMINSTER FINANCIAL ADVISORY CORP. The firm was established in 06/15/1987. They have over 13 offices throughout the country.

WESTMINSTER FINANCIAL ADVISORY CORP is a Beavercreek, Ohio based Financial Planning firm with nearly $920,269,282 assets under management, offering retirement planning & investment advisory services to 2260 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110283
SEC#	801-29690
Assets Managed by Firm	$920,269,282
No. of Clients	2260
No. of Advisors	40

Fee Structure

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

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

Firm Client Information

	No. of Clients	AUM
Firm Total	2260	$920,269,282
Individuals (other than high net worth individuals)	812	$226,558,825
High net worth individuals	220	$570,615,937
Pension and profit sharing plans	85	$27,635,385
Corporations or other businesses	39	$95,459,135

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