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WINDSOR ADVISORY GROUP, LLC
Tel: 614-545-0300
2130 Quarry Trails Dr 1st Floor
Columbus, Ohio 43228
WINDSOR ADVISORY GROUP, LLC
WINDSOR ADVISORY GROUP, LLC is a Columbus, Ohio based financial advisory firm with nearly $1,981,102,320 in assets under management and provides investment advisory services for 1428 clients. There are currently 19 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees, Other (A COMBINATION OF 1 &
Firm CRD#:
122266
SEC#:
801-61372
No. of Clients:
1428
Assets under Management
$1,981,102,320
No. of Advisors:
19
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