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WINDSOR ADVISORY GROUP, LLC

2130 Quarry Trails Dr
1st Floor
Columbus, Ohio 43228
Tel: 614-545-0300

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About WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC, formally registered with the SEC as WINDSOR ADVISORY GROUP, LLC. The firm was established in 08/08/2002. They have over 1 offices throughout the country.

WINDSOR ADVISORY GROUP, LLC is a Columbus, Ohio based Financial Planning firm with nearly $1,981,102,320 assets under management, offering retirement planning & investment advisory services to 1428 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#122266
SEC#801-61372
Assets Managed by Firm$1,981,102,320
No. of Clients1428
No. of Advisors19

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (A COMBINATION OF 1 & 4)

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

Firm Client Information

No. of ClientsAUM
Firm Total1428$1,981,102,320
Individuals (other than high net worth individuals)84$26,261,646
High net worth individuals281$1,584,775,050
Pension and profit sharing plans2$8,852,528
Charitable organizations15$33,508,160
Corporations or other businesses66$151,481,273

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