WINDSOR CAPITAL MANAGEMENT, LLC

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

About WINDSOR CAPITAL MANAGEMENT, LLC

WINDSOR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WINDSOR CAPITAL MANAGEMENT, LLC. The firm was established in 04/28/2005. They have over 4 offices throughout the country.

WINDSOR CAPITAL MANAGEMENT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $664,971,197 assets under management, offering retirement planning & investment advisory services to 1195 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	116593
SEC#	801-64200
Assets Managed by Firm	$664,971,197
No. of Clients	1195
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	1195	$664,971,197
Individuals (other than high net worth individuals)	281	$236,935,830
High net worth individuals	188	$355,403,747
Pension and profit sharing plans	71	$43,504,451
Charitable organizations	6	$8,678,696
Corporations or other businesses	15	$20,448,473

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