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 $1,878,988,676 assets under management, offering retirement planning & investment advisory services to 1332 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 122266 |
SEC# | 801-61372 |
Assets Managed by Firm | $1,878,988,676 |
No. of Clients | 1332 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1332 | $1,878,988,676 |
Individuals (other than high net worth individuals) | 102 | $41,732,313 |
High net worth individuals | 231 | $1,529,519,643 |
Pension and profit sharing plans | 1 | $143,628 |
Charitable organizations | 12 | $22,053,221 |
Corporations or other businesses | 62 | $139,522,535 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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