2130 Quarry Trails Dr
1st Floor
Columbus, Ohio 43228
Tel: 614-545-0300
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122266 |
SEC# | 801-61372 |
Assets Managed by Firm | $1,981,102,320 |
No. of Clients | 1428 |
No. of Advisors | 19 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1428 | $1,981,102,320 |
Individuals (other than high net worth individuals) | 84 | $26,261,646 |
High net worth individuals | 281 | $1,584,775,050 |
Pension and profit sharing plans | 2 | $8,852,528 |
Charitable organizations | 15 | $33,508,160 |
Corporations or other businesses | 66 | $151,481,273 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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