Overview
Assets Under Management: $91 million
Headquarters: ARDMORE, PA
High-Net-Worth Clients: 125
Average Client Assets: $0.6 million
Frequently Asked Questions
WINDSOR SECURITIES INC 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 #6415), WINDSOR SECURITIES INC is subject to fiduciary duty under federal law.
WINDSOR SECURITIES INC is headquartered in ARDMORE, PA.
WINDSOR SECURITIES INC serves 125 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, WINDSOR SECURITIES INC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
WINDSOR SECURITIES INC manages $91 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, WINDSOR SECURITIES INC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00%
Average Client Assets: $0.6 million
Total Client Accounts: 126
Discretionary Accounts: 126
Regulatory Filings
CRD Number: 6415
Filing ID: 1182907
Last Filing Date: 2018-03-30 08:44:00