Windsor Advisory Group, LLC

Windsor Advisory Group, LLC (CRD# 122266) is a financial advisory firm headquartered in Columbus, OH. They manage $936,690,086 in 2,032 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    937
    MILLION
  • Total Number of Accounts
    2,032
    ACCOUNTS
  • Average Account Value
    $460,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Windsor Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph S. Davies
CRD#: 2510990
300 Marconi Blvd., Suite 304, Columbus, OH 43215
93
Wealthminder
score

Joseph Davies (CRD# 2510990) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 23 years of experience in the finance industry.

2
Harry M. Dye
CRD#: 1621733
300 Marconi Blvd., Suite 304, Columbus, OH 43215
93
Wealthminder
score

Harry Dye (CRD# 1621733) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 21 years of experience in the finance industry.

3
Jonathon S. Eesley
CRD#: 5036860
300 Marconi Blvd., Suite 304, Columbus, OH 43215
93
Wealthminder
score

Jonathon Eesley (CRD# 5036860) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 12 years of experience in the finance industry.

4
John E. Mozola
CRD#: 5510992
300 Marconi Blvd., Suite 304, Columbus, OH 43215
87
Wealthminder
score

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.

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