Windsor Advisory Group, LLC
Windsor Advisory Group, LLC (CRD# 122266) is a financial advisory firm headquartered in Columbus, OH. They manage $809,107,755 in 1,708 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management809MILLION
Total Number of Accounts1,708ACCOUNTS
Average Account Value$473,716
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
FL, OH, TX
Joseph Davies (CRD# 2510990) is an Investment Advisor Representative working at Windsor Advisory Group, LLC in Columbus, OH and has over 22 years of experience in the finance industry.