Overview
Assets Under Management: $1.4 billion
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 277
Average Client Assets: $3.5 million
Frequently Asked Questions
WINDSOR WEALTH MANAGEMENT, 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 #105279), WINDSOR WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
WINDSOR WEALTH MANAGEMENT, INC. is headquartered in INDIANAPOLIS, IN.
WINDSOR WEALTH MANAGEMENT, INC. serves 277 high-net-worth clients according to their SEC filing dated October 13, 2023. View client details ↓
According to their SEC Form ADV, WINDSOR WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WINDSOR WEALTH MANAGEMENT, INC. manages $1.4 billion in client assets according to their SEC filing dated October 13, 2023.
According to their SEC Form ADV, WINDSOR WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 277
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.95%
Average Client Assets: $3.5 million
Total Client Accounts: 2,739
Discretionary Accounts: 2,738
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 105279
Filing ID: 1793577
Last Filing Date: 2023-10-13 14:36:00