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