Overview
Assets Under Management: $665 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 188
Average Client Assets: $2 million
Frequently Asked Questions
WINDSOR CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116593), WINDSOR CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WINDSOR CAPITAL MANAGEMENT, LLC is headquartered in PHOENIX, AZ.
WINDSOR CAPITAL MANAGEMENT, LLC serves 188 high-net-worth clients according to their SEC filing dated April 08, 2025. View client details ↓
According to their SEC Form ADV, WINDSOR CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WINDSOR CAPITAL MANAGEMENT, LLC manages $665 million in client assets according to their SEC filing dated April 08, 2025.
According to their SEC Form ADV, WINDSOR CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 188
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,195
Discretionary Accounts: 1,195
Regulatory Filings
CRD Number: 116593
Filing ID: 1977340
Last Filing Date: 2025-04-08 09:11:00
Website: https://windcm.com