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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 5 offices throughout the country.
WINDSOR CAPITAL MANAGEMENT, LLC is a Phoenix, Arizona based Financial Planning firm with nearly $587,483,051 assets under management, offering retirement planning & investment advisory services to 1207 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 | $587,483,051 |
| No. of Clients | 1207 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1207 | $587,483,051 |
| Individuals (other than high net worth individuals) | 298 | $207,614,288 |
| High net worth individuals | 200 | $311,421,431 |
| Pension and profit sharing plans | 81 | $36,678,439 |
| Charitable organizations | 6 | $7,570,325 |
| Corporations or other businesses | 21 | $24,198,568 |
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