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Building 2WINDSOR FINANCIAL, LLC

Map pinMCLEAN, VA
Phone703-442-0600
NotebookSEC #801-62470
Total AUM
$49.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8405 GREENSBORO DRIVE #700
MCLEAN
VA 22102
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-442-0600

ReceiptFinancials

Total AUM
$49.2M
Accounts
66
Discretionary
$0
Accounts
0
Non-Discretionary
$49.2M
Accounts
66

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

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

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