WINDSOR ADVISORY GROUP, LLC - Financial Advisor in Ohio, Columbus

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

About WINDSOR ADVISORY GROUP, LLC

WINDSOR ADVISORY GROUP, LLC is a Columbus, Ohio based financial advisory firm with nearly $1,981,102,320 in assets under management and provides investment advisory services for 1428 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

122266

Firm SEC#:

801-61372

Assets Under Management:

$1,981,102,320

No. of Clients:

1428

No. of Advisors:

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

Fee Structure:

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

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135

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$30,011,530,941

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