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Building 2WINDSOR FINANCIAL GROUP LLC

Map pinMINNEAPOLIS, MN
Phone612-347-7979
NotebookSEC #801-55485
Total AUM
$539M
Employees
12
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 SOUTH 7TH STREET
SUITE 2900
MINNEAPOLIS
MN 55402
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
612-347-7979

ReceiptFinancials

Total AUM
$539M
Accounts
801
Discretionary
$539M
Accounts
801
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIAMNSDTXWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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