WINDSOR ADVISORY GROUP, LLC

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

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 Status	Approved
Firm CRD#	122266
SEC#	801-61372
Assets Managed by Firm	$1,981,102,320
No. of Clients	1428
No. of Advisors	19

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 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

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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