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Building 2WINDSOR WEALTH MANAGEMENT, INC.

Map pinINDIANAPOLIS, IN
Phone317-848-3005
NotebookSEC #801-28534
Total AUM
$1.4B
Employees
14
Clients
866

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 E. 96TH STREET, SUITE 450
INDIANAPOLIS
IN 46240
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
317-848-3005

ReceiptFinancials

Total AUM
$1.4B
Accounts
2,739
Discretionary
$1.4B
Accounts
2,738
Non-Discretionary
$111.2K
Accounts
1

ContactClients

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Individual Clients
540
AUM
$272.5M
HNW Individual Clients
277
AUM
$960.2M
Pension/Profit Sharing Plan Clients
23
AUM
$82.6M
Charitable Organization Clients
14
AUM
$18.4M
Corporation or Business Clients
12
AUM
$39.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINMINCNENHNMOHTNTXVT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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