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Building 2WINDSOR CAPITAL MANAGEMENT, LLC

Map pinPHOENIX, AZ
Phone480-515-3514
NotebookSEC #801-64200
Total AUM
$703.4M
Employees
8
Clients
543

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20860 NORTH TATUM BLVD.
SUITE 220
PHOENIX
AZ 85050
United States
Operating Hours
7:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
480-515-3514
Other Offices
3

ReceiptFinancials

Total AUM
$703.4M
Accounts
1,204
Discretionary
$703.4M
Accounts
1,204
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$249.6M
HNW Individual Clients
183
AUM
$374.4M
Pension/Profit Sharing Plan Clients
66
AUM
$46.1M
Charitable Organization Clients
6
AUM
$8.9M
Corporation or Business Clients
13
AUM
$24.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIAIDILMIMNNENHNVOKORTXUTWAWI

HandshakeAffiliates

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

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