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WINDSOR CAPITAL MANAGEMENT, LLC

Tel: 480-515-3514
20860 North Tatum Blvd.
Suite 220
Phoenix, Arizona  85050

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WINDSOR CAPITAL MANAGEMENT, LLC

WINDSOR CAPITAL MANAGEMENT, LLC is a Phoenix, Arizona based financial advisory firm with nearly $664,971,197 in assets under management and provides investment advisory services for 1195 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ADVISORY CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

116593

SEC#:

801-64200

No. of Clients:

1195

Assets under Management

$664,971,197

No. of Advisors:

8

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