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Building 2WINDSOR ADVISORY GROUP, LLC

Map pinCOLUMBUS, OH
Phone614-545-0300
NotebookSEC #801-61372
Total AUM
$2.9B
Employees
22
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2130 QUARRY TRAILS DR
1ST FLOOR
COLUMBUS
OH 43228
United States
Operating Hours
8AM - 5PM EST
Monday - Friday
Phone
614-545-0300

ReceiptFinancials

Total AUM
$2.9B
Accounts
1,704
Discretionary
$2.9B
Accounts
1,663
Non-Discretionary
$41M
Accounts
41

ContactClients

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Individual Clients
105
AUM
$42.5M
HNW Individual Clients
337
AUM
$2.3B
Pooled Vehicle Clients
4
AUM
$334.6M
Pension/Profit Sharing Plan Clients
2
AUM
$11.6M
Charitable Organization Clients
15
AUM
$39.8M
Corporation or Business Clients
80
AUM
$204M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A COMBINATION OF 1 & 4

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLLAMANYOHSCTXWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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