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Building 2WINDSOR SECURITIES INC

Map pinARDMORE, PA
Phone610-642-3100
NotebookSEC #801-11280
Total AUM
$90M
Employees
1
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25 EAST ATHENS AVENUE
ARDMORE
PA 19003
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
610-642-3100

ReceiptFinancials

Total AUM
$90M
Accounts
95
Discretionary
$90M
Accounts
95
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
8
AUM
$234K
HNW Individual Clients
59
AUM
$46.6M
Investment Company Clients
21
AUM
$6M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$131K
Other Clients
7
AUM
$35.3M
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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