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WINDSOR CAPITAL MANAGEMENT, LLC

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

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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 StatusApproved
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 ClientsAUM
Firm Total1207$587,483,051
Individuals (other than high net worth individuals)298$207,614,288
High net worth individuals200$311,421,431
Pension and profit sharing plans81$36,678,439
Charitable organizations6$7,570,325
Corporations or other businesses21$24,198,568
Inquire with WINDSOR CAPITAL MANAGEMENT, LLC

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