WESTMINSTER CONSULTING, LLC
Legal name: WESTMINSTER CONSULTING
CRD #160225 SEC #801-109966 ROCHESTER, NY 585-246-3750
SEC Registered
Total AUM
$5.6B
Discretionary
$583.6M
Employees
10
Clients
0
Accounts
189
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $5.6B | $583.6M | $5B | 10 | 60 |
| Jun 2020 | $5.4B | $558.2M | $4.9B | 10 | 55 |
| Jun 2020 | $5.4B | $558.2M | $4.9B | 10 | 55 |
| Mar 2019 | $4.6B | $132.8M | $4.4B | 10 | 50 |
| Mar 2018 | $4B | $174M | $3.8B | 10 | 0 |
| Oct 2017 | $149M | $149M | $0 | 8 | 30 |
| Feb 2017 | $149M | $149M | $0 | 8 | 26 |
DateMar 2021
Total AUM$5.6B
Discretionary$583.6M
Non-Disc.$5B
Employees10
Clients60
DateJun 2020
Total AUM$5.4B
Discretionary$558.2M
Non-Disc.$4.9B
Employees10
Clients55
DateJun 2020
Total AUM$5.4B
Discretionary$558.2M
Non-Disc.$4.9B
Employees10
Clients55
DateMar 2019
Total AUM$4.6B
Discretionary$132.8M
Non-Disc.$4.4B
Employees10
Clients50
DateMar 2018
Total AUM$4B
Discretionary$174M
Non-Disc.$3.8B
Employees10
Clients0
DateOct 2017
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees8
Clients30
DateFeb 2017
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees8
Clients26