Windsor Advisory Group, LLC
Windsor Advisory Group, LLC (CRD# 122266) is a financial advisory firm headquartered in Columbus, OH. They manage $1,981,102,320 in 1,428 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management1,981MILLION
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Total Number of Accounts1,428ACCOUNTS
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Average Account Value$1,387,327
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, FL, MA, OH, TX, WV
Harry Dye (CRD# 1621733) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 27 years of experience in the finance industry.
Jonathon Eesley (CRD# 5036860) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 18 years of experience in the finance industry.
Clayton Hall (CRD# 5372281) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 15 years of experience in the finance industry.
John Mozola (CRD# 5510992) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Melissa Barton-Briggs (CRD# 7795259) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Samantha Buck (CRD# 7521955) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Jacob Chockran (CRD# 7662871) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Kyle Ellis (CRD# 7773515) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Taylor Fair (CRD# 7872294) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has 1 year of experience in the finance industry.
Carter Gerlach (CRD# 6121370) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 11 years of experience in the finance industry.